Portfolio

Inflows have slowed? Actively managed funds would like to have that problem.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.

With stock selection pegged to 10-year Treasury sensitivity, can these ETFs work when short-term rates rise?

A 20% gain sounds good, until you find out the category returned 30%.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.