Investment strategies

Large-cap equities were the only group of offerings that outperformed their respective benchmark.

Data reported by the Investment Company Institute.

New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

The company made reductions by as much as 20 basis points at the offerings, which total about $204 million in assets.

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Personal Advisor Services closes in on the $100 billion AUM mark.

Some platforms are promoting their approaches to attract more sophisticated young investors.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

Mounting concern over the potential impact of rising interest rates has many investors seeking lower-cost options.

Investors in his $1.4 billion closed-end offering saw huge gains as a result of stellar performance from his $88.9 billion Income Fund.

The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.

The IBD spent $77 million on technology upgrades in 2016.

Many firms are finding new ways to incorporate computer models and data science into their research.

Advisers have turned into the new active investment managers.

Dan Arnold says behavioral management, automation and portfolio and planning services need to be combined to win future clients.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.