ETFs

Mutual funds are falling out of favor as planners embrace passive investing, according to a survey.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.

The regulator also says that the firm suffered from supervisory failures during a four-year period.

Customers will have two investment options: an ETF-only portfolio and one that includes actively managed mutual funds, along with index funds.

BlackRock’s Larry Fink warns there will be a "massive shift" into passive investing amid consolidation in the asset management industry.

A behavioral index fund is one investment option that is sorely missing from the marketplace, says Allan S. Roth of Wealth Logic.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

Commission staffers are probing how broker-dealers are handling ETFs and the extent to which investors understand the risks of the funds.

Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.

This asset class has faced an uphill battle in a sector defined by low-cost, index-hugging funds, but there are some true standouts.

The sector has been in a slump of late, but these funds have bested the S&P 500 over time.

Use fund clones or computer-simulated models to emulate the Buffetts of the world.

Here are three ways advisors can reduce execution risk and edge ahead in a beta-driven world.

Leveraged ETFs aren’t for most clients, but they may work for short-term hedges.

From just one in 2006, there are now many high-yield, dividend growth and total dividend funds.

Hot funds can turn cold. Is big, broad and boring the way to go?

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.