Finance

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.

Asset managers already allocated $11 billion to developing new funds to comply with the requirement.

Following criticism for its faulty 2016 election algorithms, the firm appointed a new research director to collaborate with its quants and money managers.

While investors have been won over by the promise of better returns than plain-vanilla funds, issuers can justify charging more for the additional complexity.

Funds managed by Marco “Mick” Hellman sold most of their holdings, while CEO Dan Arnold received options worth $5 million.

CEO Abigail Johnson's estimated net worth grew to $11.2 billion from $8.6 billion last year.

The moves may push some shareholders to rebalance their positions, likely at a cost.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

The IBD network has retained Goldman Sachs for a structural review that could have major implications.

The firm reported $33.9 billion in redemptions from active funds over the last year.

Managers sold $24.6 billion of the loans in the region last year, the most since the financial crisis.

Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.

Anticipating volatility and its implications could make a big difference.