Investment funds

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.

The case shines light on the risks of betting against a company's stock when merger or privatization deals are afoot.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

A new study by FINRA and NORC offered encouraging signs that people who put money into stocks and bonds for the first time in 2020 are in it for the long run.

Judges question how a spot market for crypto asset would differ from already approved futures market.

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.

A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.

The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.