Investments

When pitted against the broader market, the top 20 outperformed both the Dow and S&P 500 by more than 5 percentage points.

Claims by one firm executive that systematic investing “lends itself to providing liquidity” remain largely untested in a post-crisis bull.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

The first-of-its-kind product is cleared and features the same creation-and-redemption process common with traditional offerings.

The IBD failed to adequately disclose conflicts of interest to clients related to receiving $10.8 million from mutual funds and its clearing broker, the SEC says.

The fund’s losses stem from bearish wagers on global interest rates, according to a person familiar with the matter.

The only remaining founder of GSO Capital has left to build a family office and find new opportunities to spend the wealth he’s amassed over 35 years.

Digital firms are launching platforms to cater to faith-based investors.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.

Although the mistake was short-lived and the dollar value small, the mishap raises new questions about how managers monitor indexes.

One of the clients who filed the claim is still trying to withdraw money from non-traded investments he says were never explained to him.

LIMRA predicts that lower interest rates will cut into the record sales, but two top issuers received IRS rulings they say will help RIAs offer the products.

The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.

Investment banks are increasingly studying the relative positioning of funds that compete with each other to beat benchmarks.