Special Program Root Tag

These funds avoid complexities of short-selling but add other concerns.

Yes, these notes can be risky, but they have their virtues.

More advisors are looking to these equity funds as a way to neutralize currency risk in local markets around the world.

Help clients look under the hood of offerings to avoid unpleasant surprises.

Making fixes and adjustments to a portfolio can take time, so use these funds to right the ship temporarily.

‘Just because you can sell, it doesn’t mean you have to sell.’

These include currency-hedged or exposed, small- or large-cap, quality screened or all-inclusive.

Here are eight bank advisors that we've identified as having the right characteristics for ongoing success in the industry.

The shift to passive has caused much soul searching, not to mention cost cutting, at some of the world's biggest money managers.

Net income also dropped to $319 million, or 79 cents a share, from $373 million, or 89 cents, a year earlier, the firm reports.

Investors paid 61 cents for every $100 managed in 2015, down from 64 cents in 2014 and and 73 cents five years ago.

Smart-beta styles underlie about one in five ETFs globally with an estimated $400 billion under management, and if they plunged, millions of investors would be burned.

French serve as head of beta solutions, the money manager said in a statement.

One retirement plan advisory firm's digital approach offers product providers a lesson on how to overcome the client education gap and reinvigorate the learning process.

Mutual and hedge fund managers dodged the toughest provisions of newly proposed U.S. pay rules designed to discourage excessive risk-taking on Wall Street.

Fidelity needn’t settle for another me-too lineup of smart beta ETFs.

This interactive tool gives you the ability to evaluate independent broker-dealers.