Finance

Over the past year, the lineup of stock and bond funds notched an average gain of more than 25%.

Despite low levels of understanding, 75% of people who know about the vehicles still said they were at least somewhat interested in investing in them.

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

While the quant firm will miss becoming the first to flip mutual funds to ETFs, its nearly $26 billion conversion will by far be the biggest.

This group carried fees nearly three times the industry average.

The move by Guinness Atkinson is likely to be just a start — quant giant DFA is already next in line to make a similar change to its product line.

Spooked by rising bond yields, traders punished the pricier parts of the equity market last week, including many of the fund's top holdings.

The impact of lockstep moves in bonds and stocks can be seen in sophisticated portfolio strategies such as risk parity, experts say.

Self-directed investors have opened more new accounts at the firm in 2021 than in the third and fourth quarters combined.

These long-term leaders also generated gains of more than 76% over the past year.