Finance

Clients must still account for gains not incurred through a sale or cash distribution.

The combined amount across the top 10 firms has jumped 37% to $385.3 million over the past three years.

Total assets of the fund have increased almost 20 times since December.

The asset manager's flows are down 42% year-over-year. The industry: 50%.

Clients may be compelled to sell their shares as nearly 90% of the products have experienced losses this year.

The firm allegedly hired and promoted fewer women than men and paid them less than their male counterparts.

As equities in the sector extend a $3.8 trillion rout, the strategy has resulted in annualized returns of as much as 190%.

Treasury yields have fallen in response to tariffs imposed by the Trump administration, making defensive sector holdings more attractive.

The firm plans to expand access to its line of low-cost funds to roughly 1,800, including those from BlackRock, Schwab and SSgA.

Single-day drops are 20% bigger on average than gains, the widest gap in seven decades.

Although investors think the 10-year Treasury yield will easily reach 3.5%, analysts warn “there might be a few blips on the way.”

Returns over the past decade have been stellar, but capital preservation is a concern.

This environment allows advisors to demonstrate their value to clients.

The firm plans to double in size in the next three years.

Rising yields coupled with relatively high hidden fees could lead to underwhelming returns.

If approved, the funds will exclude investments in alcohol, tobacco, weapons, fossil fuels and nuclear power.

The only other fund of its kind has $269 million in assets, a figure that’s ballooned roughly 1,700% this year.

The side effect of index reconstitution is well documented.

The banker was accused of directing a scheme that tacked hidden fees onto billions of dollars’ worth of trades by sovereign funds and other investors.

Scrutinizing recent performance isn’t a recipe for long-term investment success.