Active management

Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.

Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.

Some big banks and money managers are shifting resources by hundreds or thousands of miles to cheaper cities.

The active manager plans to launch his new firm in June with former Franklin Templeton colleagues.

The cheapest 20% attracted nearly $1 trillion in new client cash last year.

Investment firms are pushing into the country as financial reforms open access to an industry that’s expected to grow more than five-fold by 2030.

Industry leaders were selected from Voya Investment Management, Franklin Templeton Investments, Carson Group and more.

Although their products have won on returns, nearly all the new jobs have gone to men since 2015.

At some point, stock price gyrations became synonymous with bad performance. Actually, it’s "only a reflection of volatile movements in the market.”

The new data will allow retail investors to better compare active and passive funds.

Portfolios will be selected based on machine learning and natural-language processing.

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

The firm is leveling the playing field on fees for a fair fight between stock pickers and smart beta bots.

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.

The firm reported $33.9 billion in redemptions from active funds over the last year.

The products seek risk and return objectives through factor exposures such as minimum volatility, value, momentum, liquidity and quality.

Mark Mobius will step down after more than three decades with the firm.

Thanks to differentiated bets on stocks, equity mutual funds beat benchmarks across the board.