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While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
June 5 -
Uncertainty over the euro’s future sent the Janus Henderson manager’s $2.1 billion fund plummeting nearly 3%, making a bad year even worse.
May 30 -
Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.
May 29 -
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
May 25 -
When clients are too focused on returns, bring the discussion back to expenses.
May 23 -
Managing risk factors while selecting the components of various maturities and ratings for these products can be a daunting task.
May 23 -
The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.
May 22 -
Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.
May 22 -
Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.
May 15 -
While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”
May 15