Investment funds

Incentives to buy the products have eroded amid signs of slowed interest rate hikes from the Fed and the heightened fear of a trade-war.

Some of the largest and fastest-growing economies in the world are still considered emerging markets.

The firm is embracing a playbook beloved by hedge funds: a slew of options trades.

Millennials are using TDFs more than others. Digital firms are paying attention.

Even worse, those at the bottom of the pack averaged higher expense ratios.

The firm anticipates the change will save its 1.5 million Admiral Shares clients roughly $71 million.

The fund company has added more than $50 billion this year, mostly from inflows.

Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.

The firm expects the rebranding will provide more leeway to bet against stocks and bonds, which may help it navigate volatile markets.

The rarely dinged firm joined peers grappling with two issues: mutual fund fees and supervision of advisors who've been sanctioned multiple times.

Health category funds dominated the list, making up for well over half of the group’s assets.

Fees are down, making analysts targets for cuts.

Some of the changes to rental property rules may be confusing for clients.

Price moves have become more pronounced among the companies managers expect to rise.

The Global Income Fund slashed its equities exposure by nearly a third in October and moved part of the proceeds into U.S. and European high-yield debt.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.