Investment funds

An exit from the European Union doesn't necessarily require immediately pulling out from the U.K. bond market.

As interest rates rise, should advisors' thinking change?

TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.

The bank has replaced dozens of high-cost offerings with more passive and enhanced actively managed products.

Amid rising rates, these vehicles can be helpful — but advisors need to stay vigilant.

The firms are seeking to tap into the growing demand for ethical investing.

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

Even investors who aren’t ultrawealthy may be able to avoid income taxes on their investments with “off the rack” strategies similar to the specially designed life insurance contracts sold by some financial firms to ultrahigh-net-worth clients.

Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.

Data reported by the Investment Company Institute.

The $55 billion of new cash last week from global investors was the most since 2013.

There’s only so many ways to mine this strategy and make money.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

BlackRock, the world’s largest provider of ETFs, sees fixed income as a growth driver for indexed products.

The quant crowd is justifiably concerned by the lack of objective statistics available.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.