Index funds

JPMorgan Chase’s Seth Bernstein will take over from Peter Kraus as the firm's CEO.

Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.

Guide clients toward equity index funds for diversification, lower costs and tax efficiency.

Guide clients toward equity index funds for diversification, lower costs and tax efficiency.

Multi-asset funds offer something that isn't easy to automate.

Clients can omit companies that participate in “non-biblical activities” by investing in the new ETFs from Inspire Investing. Plus: other launches.

Advisers must ensure they are using the geometric rather than the arithmetic mean when calculating investment returns.

Valuations are high from a fundamental perspective, but increasing consumer confidence has historically pushed them even higher.

New academic research that concludes active bests passive seems suspect.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.

The firm pulled in $148 billion in new client money during the first six months of 2016, surpassing its previous first-half record of $140 billion set last year, a spokesman said.

Bill McNabb declined to speculate how low fees may go at his firm, which has the majority of its assets in passive funds.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.