Special Program Root Tag

Brokerage firms that sell the funds must determine whether clients understand their risks — a requirement that could discourage offering them at all.

As the hedge fund manager nears a deal with the MLB team, he says his role as head of Point72 Asset Management will not change.

Like other bank-owned asset managers, the division is under pressure from new regulations such as MIFID II and a protracted shift toward passive investing.

Mark Wiseman, global head of active equities and frontrunner to succeed CEO Larry Fink, said he failed to disclose a consensual relationship with a colleague.

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

The fund gained 22% last month, beating more than 1,970 rivals.

The planned launch from Cornerstone Capital would be the firm’s first stock fund for individual investors with social and environmental goals.

To stand out from the crowd, some issuers have embraced thematic strategies focused on niche investments that could become the next boom industry.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.

Do planners offer enough value to keep tech companies and automated advice at bay?

I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.

Challenges abound even without the issues posed by inconsistent global definitions.

Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.

Macro products that trade everything from euros to oil have struggled amid soaring stock valuations and ultra-low interest rates.

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Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.