Munis

The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data.

Data reported by the Investment Company Institute.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

It’s not just clients in high-tax states buying up muni bonds.

Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.

Data reported by the Investment Company Institute.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.

Data reported by the Investment Company Institute.

Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.