ETFs

Last year, $4.3 billion was pulled from ESG-focused ETFs in the United States — the first annual outflows from the category.

Small doesn't mean unprofitable. From 2014 to 2024, funds invested in small-cap companies boasted returns as high as 13.96% per year.

Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.

Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

Even planners who are willing to entertain investments in digital assets caution that clients should put no more in than they can afford to lose.

The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.

After the SEC's decision, Americans can finally invest in a fund whose underlying asset is bitcoin. But should they?