Investments

Dimensional is among a small group of managers toppling the dominance of firms such as Fidelity Investments and Capital Group, which have built their reputations on picking individual stocks. Among the fastest-growing U.S. mutual fund firms after assets surged almost six-fold in the past decade, Dimensional attracted almost $28 billion in new money in 2014.

Many IRA investors make the mistake of having an extreme stock-and-bond allocation; Plus, the better way to plan retirement withdrawals.

Eric R. Ervin didn't take long to make a decision to leave Morgan Stanley and co-found San Diego, Calif.,-based ETF provider Reality Shares. Ervin recounts some of the challenges that he faced from the beginning of the venture and how he was able to overcome his self-doubts.

Bill Gross said he was fired from Pimco, the first time he’s publicly confirmed that he was dismissed from the firm he co-founded in 1971.

As federal regulators consider extending bank-like oversight to asset managers, industry officials warn of adverse effects for investors.

Democrats seem to have no option left to counter a new legislative rule that would block fund reallocation to the Social Security Disability Trust Fund next year; Plus, how to undo a Roth IRA contribution.

Bill Gross said he was fired from Pimco, the first time he's publicly confirmed that he was dismissed from the firm he co-founded in 1971.

Investors may be able to generate extra returns (without extra risk) by betting on unpopular equities. Here’s how.

At the SourceMedia MDM & Data Governance Summit in New York, TIAA-CREF, along with Princeton, N.J.,-based Global IDs, a technology firm that provides companies methods to manage their information, discussed the challenges of the big data problem and finding answers.

The final two months of 2014 made the year for some managers who were able to navigate plunging oil prices, surging stock-market volatility and a rising dollar, catapulting these firms to returns of 20% or more.

Increasing the amount would be an added incentive to many people such as workers whose employers do not have a retirement plan; Plus, how new 401(k) contribution limits could help supercharge retirement savings.

Four ETP launches in 2014 crossed the $250 million asset milestone before the end of the year, while five ETPs launched in 2014 were closed before the end of the year.

Pacific Investment Management Co., the firm that has been pushing into equities since 2009, is expanding its stock offerings by adding seven new strategies with Robert Arnott’s Research Affiliates.

For dividend investors, who have traditionally found a haven in the sector, a plunging oil price may actually represent an opportunity.

Gen X is the first group to fall short of their parents' achievement on an inflation-adjusted basis. Here are 5 tips for the oldest Xers, who start turning 50 this year.

Many firms manage the distribution of summary prospectuses and upkeep of the related websites in-house via a painstaking manual process. However, these firms may not be aware of how much this effort is costing them and whether they are truly complying with Rule 498 and delivering a positive investor experience.

The majority of money gathered by Gross’s new fund at Janus Capital Group Inc. came from the same Morgan Stanley brokerage where his personal financial adviser works, according to the Wall Street Journal. The wealth-management office in La Jolla, Calif., routed about $700 million to Gross’s fund in October and November, the newspaper reported yesterday.

Vanguard Group plans to offer its first ETF focused on the $3.6 trillion U.S. municipal-bond market.

Vanguard Group Inc. plans to offer its first exchange-traded fund focused on the $3.6 trillion U.S. municipal-bond market.

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