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In separate lists, these are the five biggest consumer funds as well as the best-performing funds over the past year.

For some seniors, reducing adjusted gross income generates an extra tax break.

An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings.

The SEC, not the Department of Labor, should "be driving this train," says SIFMA CEO Ken Bentsen.

Innovation labs are all the rage in the banking industry right now, but a debate has broken out about whether they will amount to more than window dressing.

With more than $23 trillion in high-net-worth investor assets still held outside of the industry, advisors still have "a huge opportunity," says Jonathan Beatty of Schwab Advisor Services.

There are several approaches by fund providers to better understand the millennial generation of investors and protect the viability of their offerings.

A wealth manager with 39 years in the industry leaves the brokerage to join Noyes, a century-old wealth management firm and investment bank.

Mutual fund performance is similar to the performance of stocks, a Wharton professor contends. As a company matures and grows, more investors become aware of it, and its share price better reflects its prospects.

An SEC compliance official says it's not a good idea for firms to "go in and very narrowly answer the questions, [not] volunteer anything, particularly if you're not trying to keep something from our attention."