Morningstar

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

The glitch raises questions about the rapid growth of socially responsible investing and index strategies in particular.

Although many underperformed the broader market, just over half posted double-digit gains.

Asset managers are embracing new distribution technology, big data and alternative investment strategies.

Some of the same features that led to their unpopularity may also be what uncorrelated them from their peers, an expert says.

The revamped fund from BP Capital will now track an index of companies that derive “significant revenue” from sustainable energy.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.

Fixed-income products designed to minimize interest rate risk are among the leaders.

Contribution limits in a Roth IRA could shrink for couples after marriage.