Equities

Plans from S&P and MSCI to recategorize internet and media stocks would blend some of the year’s best-performing equities with the worst.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Unlike humans, the technology is not able to explain why it made a particular decision.

With the compliance deadline nearing, regulators have yet to make key decisions on dark pools, rules clashes with foreign markets and data collection.

One alternative tactic, though expensive, includes buying put options on equities or an index, according to the team.

A cornerstone of what drives American capitalism, the number of IPOs has plunged even as the stock market, and tech stocks in particular, have been hitting new highs.

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

The industry’s benchmark ETF recorded its fourth largest inflow in the past five years.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.

With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.

Data reported by the Investment Company Institute.