Investment funds

It's a New Tech World Order. Life - as we all knew it - is rapidly changing whether you're an advisor, fund manager, or investment firm.

The number of investment products focused on environmental, social and governance factors has risen steadily in the last seven years

When it comes to fixed-income, advisors often leave the driving to bond managers. But with potholes up ahead, this passive approach won't cut it. Here's how to survive the bumpy road.

The index fund giant is now almost as large as the next two largest competitors combined. Advisors are starting to wonder whether its dominance could become a problem.

Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.

The fourth generation of the Villere family shows that relatives can indeed get along - and achieve top performance.

U.S. stocks swung between gains and losses, after the Standard & Poor’s 500 Index closed near a record, investors awaited testimony from the Federal Reserve’s Janet Yellen and tension increased in Ukraine.

Henderson Group Plc, a U.K. money manager, posted 2.7 billion pounds ($4.5 billion) of net inflows in the fourth quarter as individual clients’ funds pushed the firm to a positive flow for the year.

The location of the National Credit Union Administration suits its place in the hierarchy of U.S. financial regulators.

Financial advisors to some of the wealthiest Americans see struggling Puerto Rico as an outlier in the $3.7 trillion local-debt market, leading them to add municipal bonds as the steepest federal tax rates in more than a decade loom.

Fidelity Investments, the mutual- fund firm best known for its star stock pickers since it was started almost seven decades ago, named former bond manager Charles Morrison to run its asset-management unit.

The world’s biggest bond dealers are showing almost no confidence in the best annual start for Treasuries since 2008.

Gold held losses after a two-day drop on expectations that the Federal Reserve will continue to taper stimulus in the U.S. and as holdings in the largest exchange-traded fund shrank by the most in two months.

ETFs and mutual funds are well-positioned for rising interest rates because they have most of their fixed income holdings in short-term government bonds, according to Morningstar Inc.

The transformation of fee and distribution models that asset managers must address to compete are some of the primary game-changers impacting mutual fund and ETFs.

A Missouri agency plans to offer municipal bonds to fund renovations around St. Louis’s Gateway Arch and the courthouse that held the Dred Scott trial.

(Bloomberg) -- Fidelity Investments, the second- largest U.S. mutual fund company, reported a 13% increase in operating income last year as the rally in equities boosted assets.

For all their recommendations to buy emerging-market stocks, the world’s largest money-management firms haven’t convinced some investors that the worst start to a year since 2009 is over.

Last year's spectacular S&P 500 gains may have clients demanding more large-cap stocks. Here's how to resist.

Charles Schwab is adding a long-awaited 401(k) platform that will allow participants to invest all of their plan in low-cost ETFs, signifying a desire to capitalize on the ETF growth story. .