Finance

Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.

Here's what keeps planners from following the advice they give clients.

The bank continues to battle a series of negative headlines such as erroneous foreclosures, but public and investor reaction has been muted.

The legendary manager’s Unconstrained Bond Fund ended July down almost $1 billion from its February peak.

State Street and Goldman Sachs are planning a series of funds that would invest in everything from robotics to deep-sea exploration.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

The IBD network disclosed the renewal of its clearing agreement, along with three firms’ intention to self-report possible mutual fund violations to the SEC.

The shift in strategy comes as central banks move away from policies that have buttressed markets since the financial crisis.

To get back into investors’ good graces, funds have had to alter traits like their liquidity, fees and even their overall structure.

“Are we reactive to what one competitor does? Absolutely not,” CIO Greg Davis says.