Investment funds

The bank has deviated from its guiding philosophy after making tactical sales of stocks perceived as being on the front lines of the tariff bombast.

The largest allocation to the iShares fund was a block of 10 million shares worth $251 million after the market closed last week.

The fund provides access to China-based companies committed to implementing the digital ledger technology. Plus; other launches.

The firm’s largest investors have already been in talks about strategic options, according to people familiar with the matter.

This group racked up strong returns over a 24-year span of above-median inflation.

While some funds show low valuations, S&P and Dow both stand at post-crisis highs.

In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.

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.