Index funds

McQuown is credited with kicking off a financial revolution with the creation of the first index fund.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.

Despite attacks on the broader ESG strategy, a narrow niche focused on women had a positive quarter.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

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.

In 2023, seven tech stocks dominated the Nasdaq 100. Analysts expect 2024 to be different.

Index funds are broad and unwieldy, but what they lack in speed they make up for in reliability. Here are the top 20 of 2013 to 2023.

Low-cost index funds could be costing investors up to 35 basis points a year.

The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.

A young New Yorker has invested in both American and international index funds. How much should he put into each?

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

Despite a down 2022, these funds were the best over the last decade.

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.