Investments

It's a nearly 20% overall increase in the funds.

An expert says investors should wait until benchmark Treasuries yield 3% before abandoning growth stocks and embracing value shares.

Join industry experts to explore how financial institutions can better prepare for future compliance issues associated with the evolving landscape.

Conversions are gaining popularity as billions of dollars exit mutual funds each year.

A new report from the House Financial Services Committee offers the first ever glimpse into the demographics of the largest fund companies.

Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

BlackRock, with $2.2 trillion of U.S. ETF holdings at the end of the third quarter, will shift 40% to Citigroup Inc., 30% to JPMorgan Chase & Co. and 15% to Bank of New York Mellon Corp.

MSCI ESG research leaders Linda-Eling Lee and Meggin Thwing Eastman dissect the hottest ESG topics to track in the coming year while reflecting on how much the ESG conversation has changed in the past decade.

Recognizing the strengths and weaknesses of your choices can help stave off losses as prices rise.

Wall Street is trying to bottle ESG, but ESG has other ideas.

During a Tuesday morning interview, the former Fidelity Magellan fund manager called the move to passive a mistake.

The historically robust mix has recently started posting short-term losses.

Individual investors, who reaped eye-popping returns that made some pros chuckle earlier this year, are facing a moment of reckoning.

The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.

Technology gives investors more opportunity to diversify than ever, but experts worry about exotic strategies in IRAs.

New data demonstrates how corporate valuations fall as greenhouse gas emissions rise.

Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.

The countdown to the end of the year always comes with gobs of generic tax advice. Maximize 401(k) contributions. Deplete flexible savings accounts. Lock in stock losses to offset capital gains.

Investors should ask whether the growing ESG trend and the green energy sector's stock losses this year presents a buying opportunity, writes Earl Carr.