Finance

Rates are likely to remain low, which will have a negative effect on retirees and older workers who are adjusting their portfolios in preparation for retirement.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

The top independents all state going public is a goal, but there are doubts about broad market support.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Practitioners say the rules conceal problems that regulators never fully considered.

Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.

JPMorgan projects net corporate issuance of emerging market debt at just $22 billion for the rest of the year.

The industry’s benchmark ETF recorded its fourth largest inflow in the past five years.

Software from Liquidnet is designed to avoid curbs on dark pools in Europe.

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

The company made reductions by as much as 20 basis points at the offerings, which total about $204 million in assets.

The offerings outperformed their developed-nation counterparts this year on the back of faster growth and narrower current-account deficits.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

Expected new chief for financial products is fueling speculation for more innovative funds.

If clients tap their Roth accounts at the wrong time, even after retirement, they could lose out on some potential tax benefits.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

Data reported by the Investment Company Institute.

The season isn’t over yet ― check out these reading recommendations from the C-suite.

Mounting concern over the potential impact of rising interest rates has many investors seeking lower-cost options.