Investments

Productivity may not come back, but private equity may be the answer for some.

Few dividend-oriented funds use this important metric to find stocks.

The average fee was nearly 20 basis points higher than the top-performer.

The new tools are meant to help advisors manage a growing number of clients in retirement.

The dueling plans will almost double both firms’ platforms to nearly 1,000 combined products.

Negotiations ended in December because the parties couldn’t agree on a price amid a rout in U.S. stocks, according to people familiar with the matter.

Although the issuer has amassed $127 billion in less than a decade, only four of the firm’s 22 ETFs focuses on debt.

As the demand for more specialized products increases, the largest ETF providers are continuing their race to the bottom.

The purchase is part of a plan to add younger clients and tech startups to its stock-plan administration business.

There’s more on investors’ minds than fees after U.S. stocks suffered their worst year in a decade, a new study finds.

“Pretty much every central bank is now talking about global downside risks, and that’s helped bonds rally,” a portfolio manager says.

U.S. and European ETFs were stung by redemptions in January even as developed markets added trillions in value.

SPIKES, a product from MIAX Options, is being pitched as a lower-cost alternative.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.

Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.

Data reported by the Investment Company Institute.