Investments

This week's highlights includes how competition is forcing ETF providers to cut fees on products; research on how corporate bond ETFs can help institutional investors manage investment flows; and Chinese demand for portfolio managers.

WisdomTree Investments has gained 33% this year, driven by the success of two exchange-traded funds that let investors buy European and Japanese stocks while avoiding the decline in the currencies.

How taxes should affect an investor’s asset allocation; Plus, how changes to IRA and 401(k) plan rules can help clients to save on taxes.

Why Congress needs to stop Medicare from lowering the fees paid to physicians; Plus, a study that says that many workers could see cuts in pension benefits.

For the third consecutive year in 2014, JPMorgan attracted more net new money to its actively managed equity funds than any of its U.S. mutual fund competitors. In a year in which larger rivals such as Fidelity and American Funds suffered redemptions from active stock funds, it gained $18.3 billion.

Silicon Valley idealists, Robinhood's founders insist that users come first and that their startup will focus on generating a profit later. But, when pressed, they say they make money by gleaning some of the interest on cash held in customer accounts and soon will charge users to borrow to make trades.

One sector flips a truism for dividend investing. See some of the ETFs that let you invest in it.

Clients need to know the facts when offered a lump-sum payment for trading in their pensions; Plus, seven questions to ask before buying a qualified longevity annuity contract.

MainStay Marketfield was supplanted as the largest alternative mutual fund after assets dropped to $7.3 billion as of Feb. 28 from more than $21 billion a year earlier, according to data from Chicago-based Morningstar Inc. The $8.1 billion Gateway Fund now holds the distinction.

Client behaviors, preferences and expectations have undergone some big changes. Old ways of engaging with prospects and clients fall flat in this new world. That's why reinventing their client engagement models - and the supporting business processes - must be a high priority for asset management and wealth advisory firms.

Why companies should have to offer low-cost funds in 401(k)s; Plus three secrets to maximizing Social Security spousal benefits.

Many investors traditionally bought high and sold low, losing out on market averages. But a new Morningstar report shows that the typical investor now is posting returns that are closer to those of mutual funds.

The client redemptions that plagued Bill Gross at his old job have followed him to his new one as well. Gross’s Janus Global Unconstrained Bond Fund suffered its first month of net withdrawals since he joined, with clients pulling $18.5 million from the fund in February, Morningstar estimated.

Pushing out its app on the same day as Apple's latest show is an example of Fidelity taking advantage of a first-mover branding opportunity.

With Apple set to replace AT&T in the Dow Jones Industrial Average, here's a look at how these two stocks and their neighbors have fared over the past few years.

One strategy to handle the risk of higher interest rates is to invest in ETFs; Plus, picking a place to retire.

Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt rises.

With the asset management industry in better financial health, compensation is climbing for the right candidates, whether at the analyst level or senior executives, recruiters across the country say.

Elizabeth Bramwell, the founding manager of Gabelli & Co.’s growth mutual fund who quit to form her own asset management firm and became a beacon for women in the field, has died. She was 74.

Learn how to earn money through IRA rollover options; higher earners should be aware of six mistakes that could result in higher costs and taxes; plus cheaper retirement plans for small firms with help of a new tech startup?