Investment funds

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.

Investors have grown cautious following October’s rout in global markets.

Data reported by the Investment Company Institute.

There’s now a way to measure whether these products do what they promise.

Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.

Clients who buy and hold the products in their retirement accounts may get a nasty surprise, said one of the SEC’s five commissioners.

Its purchase includes the manager’s mutual fund and ETF businesses.

Some were unable to access the firm’s website while the S&P 500 experienced its worst decline in nine months.