Morningstar

The bank’s asset management business merged teams overseeing fundamental U.S. equity value and growth strategies.

Clients may consider changing their business structure under the new law.

Investors are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

Winners were from Fidelity, Causeway, T. Rowe Price and Prudential.

After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.