Investment funds

Data reported by FUSE Research.

Target date funds assume that the path to one’s golden years is linear and predictable.

Nov. 27: Product shelves are changing as issuers modify their pitch to planners in the wake of the fiduciary rule and wane of traditional wholesaling.

Coming up with a solution will be challenging because of U.S. sanctions.

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

Some fund managers specializing in distressed debt smell an opportunity.

Data reported by the Investment Company Institute.

Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.

The majority of public and private funds using the strategy launched in the last three years.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

The rule’s impact could be “devastating if independent research ceases or is significantly diminished,” the manager warns.

Chairman Jay Clayton and top SEC brass are putting advisors on notice. The regulator is drilling down on investor protections, while warning firms on cybersecurity and AML compliance.

Data reported by the Investment Company Institute.

Investors may be growing impatient with implementation of the administration’s agenda, an analyst says.

Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.

If one day’s immersion in world news teaches us anything, it is that risk is not just a game.

Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.