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Nearly all of the outflows came from mutual funds and ETFs that posted losses.
January 15 -
Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.
January 11 -
The top 20 are now home to nearly $1.2 trillion in combined assets.
January 9 -
A record 186 funds were shuttered last year. What does this mean for the future of the industry?
January 7 -
A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?
January 4 -
Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.
December 31 -
Even worse, those at the bottom of the pack averaged higher expense ratios.
December 12 -
Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.
December 11 -
Health category funds dominated the list, making up for well over half of the group’s assets.
December 5 -
Some of the changes to rental property rules may be confusing for clients.
December 4