Investments

It’s time to consider payment schemes that are more transparent and better aligned between who pays the cost — and who enjoys the benefits.

Customers who were eligible for Class A shares in certain mutual funds without a front-end sales charge were either not given the sales charge waiver or sold more expensive Class B or C shares, FINRA claimed.

The strategist, who has long criticized the BRIC idea, changed his views as the Fed appears to have capped long-term U.S. yields, even as it raises rates.

Companies in the Russell 2000 index are among the biggest beneficiaries from President Trump's growth and tax reform agenda, and a stronger dollar.

New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.

Increased longevity will challenge the performance and use of products, said Sri Reddy, head of full service investments at Prudential Retirement.

The S&P 500 has limited potential for returns over the next couple of years, in contrast to European equities, which are trading at a discount to their U.S. counterparts.

The gains have been so strong that short sellers are now piling on bearish bets.

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.

Salesforce is the latest to offer advisers data-driven insights into clients.

CEO Laurence D. Fink’s restructuring efforts will move $6 billion run by traditional stock pickers into cheaper funds where quants play a role.

There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.

The outflows are another indication of the hedge fund industry’s declining popularity after years of underperformance.

Multi-asset funds offer something that isn't easy to automate.

If shares of companies such as Wal-Mart start to falter, that'd be a clue that measures such as the border adjustment tax are gaining traction.

The outflows are another indication of the hedge fund industry's declining popularity after years of under-performance.

Active managers face headwinds despite an overall positive outlook for the U.S. economy that’s taken hold since the election of President Trump.

The famed manager claimed he was ousted by a “cabal” of executives who wanted a larger share of his bonus.