Investments

ETFs tracking themes — such as robotics, blockchain and cannabis — closed the year just 1% higher than where it started.

Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.

The firm commission-free platform already included all Vanguard mutual funds and ETFs as well as thousands of third-party funds.

Although passive has steadily lured cash from active, this year assets in indexed equity funds topped those in active stock funds for the first time ever.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

Some 225 funds traded for the first time over the past 12 months, down for a second-straight year.

Investors are pulling money at an accelerated pace as high fees and mediocre returns send them searching for yield elsewhere.

Average management fees will be cut 8% on an asset-weighted basis.

It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.

Deferred taxation on these retirement products, in part, depends on how their distributions are made.

The 82-year-old company’s strategy has helped secure net inflows in all but one of the five years through 2018.

Already, the fund has agreed to transactions involving German wind energy project developer PNE and Altice Europe’s Portuguese fiber assets.

Competition with an ever-rising stock market, the difficulty of raising assets and the steady march of time are just a few factors leading managers to the exit.

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

Data reported by the Investment Company Institute.

The Secure Act will pave the way for expanded distribution channels, even as J.D. Power finds issuers lagging in measures of client satisfaction.

Now, armed with data from the rule’s rollout in Europe, asset managers in the U.S. have a better sense of each analysts’ worth — fairly or not.

More than half of them track the industry’s top-performing category.

Direct lenders, including hedge funds and buyout firms, are prepared to spend billions to lure borrowers away from the $1.2 trillion leveraged loan market.

While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.