Investment funds

Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.

The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.

Winners were from Fidelity, Causeway, T. Rowe Price and Prudential.

One provider aims to test whether or not investors are comfortable with algorithms picking stocks.

After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.

The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.

Advisors at Fidelity, Schwab and other large discount brokerage firms make more money if they steer clients toward more expensive products.

The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.

Data reported by FUSE Research.

Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.

The funds are designed to help investors dial up or down their exposure to speculative-grade debt.

Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?

Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.

Despite returns of about 8% last year, the products lagged behind the S&P 500’s 22% climb.

The first pure-play pot ETF in the U.S. expanded 13-fold in five trading days.

Tim Buckley has to navigate the perils of passive-investing dominance.

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.