Investments

More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.

June 19: ETFs, industry experts say, are being boosted by adoption of new technology, product innovation and regulatory changes.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

Data reported by the Investment Company Institute.

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

The manager allegedly led a $33 million funding round for Scalable alongside the startup’s two existing venture capital investors.

Jim McNamara, head of a business that sells the firm’s mutual funds and ETFs to third parties, will depart after two decades.

Experts say conditions are right for allocations to return to their peak in 2013, potentially unleashing $350 billion of new money.

Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Three index funds may be all clients need. But that's rarely what they end up with.

Corporations, banking trade groups and consumer advocates are looking for favorable legislation from Congress.

Buying behavior may reflect underlying imbalances and mismatches between desired holdings and what’s available to purchase.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

As part of a new alternative investments group, the recruits’ focus is to help customers place money into hedge funds and private equity strategies.

RIAs using digital platforms will face scrutiny about disclosure and client communications.