Investment strategies

Morningstar finds that active managers have left a lot to be desired.

Clients are advised to keep some of their savings in cash and focus on their long-term prospects.

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

The ETF’s debut marks the first big entrant into the zero-cost space with the potential to shake up products from BlackRock, State Street and Vanguard.

Passive ETFs are often among the first to feel the pain of investors fleeing risky emerging markets for safer assets.

The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.

Many wealth management trends never caught on. This one is no passing fad, however.

The bank’s $1 billion annual tech spend is part of its arsenal.

The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.

Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.