Investment funds

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

Industry watchdogs weren't concerned only about hot topics like artificial intelligence and cybersecurity but also remote work policies and the ability of brokers to clear their names.

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.

A lawyer representing hedge fund manager George Jarkesy argues the dispute could be solved simply by letting defendants choose to take their cases to regular courts.

Index funds are broad and unwieldy, but what they lack in speed they make up for in reliability. Here are the top 20 of 2013 to 2023.

Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.

Regulators are likley to enter into dialogue with industry about the best way to proceed.

The head of global sustainability sees opportunities in waste management and recycling.

Planners tout advantages of IRAs, equity investing and delaying retirement for clients worried about inflation.

The new offering will be only open to accredited investors and qualified clients.

The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?

The firm stood accused of not having policies to ensure clients' money was invested in keeping with environmental, social and governance goals.

The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists

Low-cost index funds could be costing investors up to 35 basis points a year.

Mutual funds will have to take extra care when using terms like ESG, value and growth.

Commissioner Hester Peirce warns an unintended consequence of the new regulation could be less thorough internal compliance reviews.

A brokerage client's portfolio was gradually invested almost exclusively in the fund manager WisdomTree over a decade.

The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.