Donald Trump

Managers are asking the SEC to relax constraints it imposed on the funds as they become the fastest growing products for investing in equities.

Nearly two-thirds of future and recent retirees are worried there will be cuts to the program under the Trump administration. And an even greater percentage think that it needs to change.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Some consumer advocates worry that this will negatively affect small businesses and middle- and low-income Americans.

Business owners with high business incomes ― who currently face a top rate of 39.6% ― are in for major tax relief, policy analysts said.

The president looks to fulfill a key promise from his campaign.

Asset managers are still guessing how clean shares will fare under the new regulation.

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

Staying current with where the regulation stands can be hard. Here's what advisors need to know now.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.

David Bahnsen told the president that that Milken’s prosecution was a result of “a period of class envy run amok.”

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

The department is asking the Office of Management and Budget to postpone the compliance date for 18 months for the best interest contract exemption and other aspects of the rule.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

Energy was likely a “headwind,” analysts wrote.

The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.