ETFs

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

The seven funds are expected to begin trading in the first quarter.

The strategy could provide lifelong cash flow by trimming longevity risk.

The metal has advanced 1.7% this month and is up about 12% in 2017.

The funds will classify stocks using artificial intelligence.

Data reported by FUSE Research.

Many dividend-focused funds use methodologies that exclude real estate investment trusts.

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

They will incorporate trade data from as far back as 2014.

After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

Some fund managers specializing in distressed debt smell an opportunity.

Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.

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.

The majority of public and private funds using the strategy launched in the last three years.

The standard process for launching exchange traded funds is flawed, argues Allan Roth. He proposes a better way.

High-risk, highly concentrated funds may not be for everyone, but they can fill a niche.

The firm has $1.9 billion invested in companies that back regimes in Sudan, Syria and Myanmar, according to a non-profit group.