Finance

Funds that experienced poor performance and registered investment companies with little management experience are among those that may be under scrutiny.

ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.

Data reported by the Investment Company Institute.

Research traditionally funded by asset managers through soft-dollar trading commissions now requires added transparency.

Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.

One fund’s strategy this week amounted to almost 48% of its average daily turnover during the past 90 days.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

The firm launched an asset management unit to manage the product, providing access to the estimated $450 billion digital currency market.