Special Program Root Tag

Claims by one firm executive that systematic investing “lends itself to providing liquidity” remain largely untested in a post-crisis bull.

The first-of-its-kind product is cleared and features the same creation-and-redemption process common with traditional offerings.

From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.

The fund’s losses stem from bearish wagers on global interest rates, according to a person familiar with the matter.

The only remaining founder of GSO Capital has left to build a family office and find new opportunities to spend the wealth he’s amassed over 35 years.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

Advisors may be able to shift taxable income and potentially save on employment taxes, as well.

Asset managers are increasingly seeking new sources of returns as more than a quarter of investment grade bonds experience negative yields.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

Although the mistake was short-lived and the dollar value small, the mishap raises new questions about how managers monitor indexes.

Investment banks are increasingly studying the relative positioning of funds that compete with each other to beat benchmarks.

Angst over the Fed’s decision to lower borrowing costs has seeped into the $3.8 trillion market for municipal bonds.

If approved, the fund would be the first in the U.S. to follow a quantitative approach that allocates across asset classes based on risk.

The underperformance is a rarity for the fund, which has beaten the benchmark for nine of the past 10 years.

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

As much as $18 billion of inflows to money market funds last week were partly driven by the desire to “take some chips off the table,” an expert says.

The simple addition of an exclamation mark to the names of some mutual funds led to significant declines in net flows, researchers find.

After hitting the lowest level since January, the fund climbed on Tuesday as the Trump administration made efforts to de-escalate its dispute with China.

Do stock market swings mean new opportunities for financial planners?

The glitch raises questions about the rapid growth of socially responsible investing and index strategies in particular.