Mutual funds

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

Incentives to buy the products have eroded amid signs of slowed interest rate hikes from the Fed and the heightened fear of a trade-war.

Even worse, those at the bottom of the pack averaged higher expense ratios.

Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.

The firm expects the rebranding will provide more leeway to bet against stocks and bonds, which may help it navigate volatile markets.

The rarely dinged firm joined peers grappling with two issues: mutual fund fees and supervision of advisors who've been sanctioned multiple times.

Health category funds dominated the list, making up for well over half of the group’s assets.

Some of the changes to rental property rules may be confusing for clients.