Investments

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

Asset managers are embracing new distribution technology, big data and alternative investment strategies.

FNG is one of a growing number of actively managed ETFs that have the freedom to tune their exposure whenever they want.

The firm didn't disclose its conflicts of interest in receiving over $100 million in revenue sharing from mutual funds over nearly five years, the SEC says.

Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

Some of the same features that led to their unpopularity may also be what uncorrelated them from their peers, an expert says.

Withdrawals have topped $17.2 billion this year as investor money shifts to low-fee products.

The revamped fund from BP Capital will now track an index of companies that derive “significant revenue” from sustainable energy.

“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.

The activity began last Friday when 6.4 million shares hit the tape, fueling a record daily inflow for the fund.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

ESG-focused Swell Investing wasn’t able to gain “necessary scale,” according to the firm.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.

On the surface, ETFs seem like a natural fit for ESG investors, but there’s an key difference between the two.

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

While bond investor anxiety previously focused on how the funds respond to abrupt withdrawals, skeptics are now homing in on secondary trading.

From Big Sky Country to the peaks of Colorado, here's a look at the metro areas offering owners the most stability and appreciation in home prices over the past 25 years.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.