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With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Although passive has steadily lured cash from active, this year assets in indexed equity funds topped those in active stock funds for the first time ever.

Some 225 funds traded for the first time over the past 12 months, down for a second-straight year.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

Investors are pulling money at an accelerated pace as high fees and mediocre returns send them searching for yield elsewhere.

Average management fees will be cut 8% on an asset-weighted basis.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

The 82-year-old company’s strategy has helped secure net inflows in all but one of the five years through 2018.

Already, the fund has agreed to transactions involving German wind energy project developer PNE and Altice Europe’s Portuguese fiber assets.

Competition with an ever-rising stock market, the difficulty of raising assets and the steady march of time are just a few factors leading managers to the exit.

Data reported by the Investment Company Institute.

Now, armed with data from the rule’s rollout in Europe, asset managers in the U.S. have a better sense of each analysts’ worth — fairly or not.

More than half of them track the industry’s top-performing category.

Direct lenders, including hedge funds and buyout firms, are prepared to spend billions to lure borrowers away from the $1.2 trillion leveraged loan market.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

So much faith has been put on the partial trade deal with China that stocks have nearly recovered since President Trump’s first round of tariffs on imports.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

Funds that track custom-built indexes often seek exposure to securities based on factors like ESG and strategies that would typically be actively managed.

A major driver of growth has been the “increased awareness” of advantages like tax efficiency, liquidity and transparency, according to Bank of America.