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With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.

An extension from the agency comes amid warnings from brokerages that breaking out stock and bond analysis would threaten their own research businesses.

As the sector grows to over $30 trillion in Europe, North America, Japan, Australia and New Zealand, one popular approach consists of excluding offenders.

The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.

I had a strong opinion. Then our reporting changed my mind.

It's no exaggeration to say rock-bottom fees are an existential threat to many asset managers. However, technology could still save the day.

Many larger firms have found this investment has raised the quality of service for their clients. But what if you're a small firm?

At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn't a profession at all.

When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.

Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.

Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

The move comes amid years of mediocre returns posted by hedge funds, prompting investors to pull money and demand lower fees.

Two incidents brought predatory behavior into focus and sparked change at XYPN.

Many lenders have started to scale back as the fund industry copes with reduced demand for research following MiFID II.

Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.

Given that almost one-third of leveraged loans are just a downgrade away from triple-C, even a modest slowdown could create a snowball effect of sorts.

The downside for their clients, however, is it may obscure just how much credit risk they’re exposing themselves to.

The NHL team owner and famed asset manager’s challenges illustrates how the appetite for hedge funds has changed since he first got into the business.