Investments

The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

The influence of index and ETFs is growing, but it's not destabilizing yet.

East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.

Data reported by the Investment Company Institute.

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.

Taxable-bond mutual funds added more than $17 billion in June, while domestic equity funds lost about $15 billion.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.

Energy and financial shares lifted the S&P 500, though the index erased more than half of its gain in the final hour of trading.

The magnate's fallen empire included RCS Capital, the onetime parent of Cetera Financial Group.

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Once you purchase real estate, you are married to it, says adviser Mike Martin.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

Those who expect to stay longer on their jobs could be hurting their prospects, as many people are forced to retire early because of health issues.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

The former Carmignac Gestion executive, who previously traded for Steve Cohen, says the tool will help run money for clients of his own firm, Q2Q Capital.

You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.