Morningstar

The regulation encourages more transparency around fees for products that weren’t previously required to reveal such information.

The firm has been building its passive business as investors dump active products.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

Only 3% of households earning under $50,000 a year benefitted from the mortgage interest tax deduction.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.

If these ratios increase along with stock prices, how high is too high?

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.

Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

Whenever any investing style becomes too popular, future returns are likely to lag.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

It allows more flexibility than some may think, according to executives from the two firms.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.