Mutual funds

Fidelity needn’t settle for another me-too lineup of smart beta ETFs.

Advisors managing assets within retirement plan vehicles, including IRAs, will need to take a hard look at their own pricing and practices, because simply disclosing conflicts of interest is no longer good enough under the new rule.

The Fed’s quarter-point rate increase is proving a boon to custody banks.

Bonnie Baha, the global developed credit director at DoubleLine, discusses several challenges facing fixed income.

BlackRock made its $152 million deal for the Silicon Valley-based startup FutureAdvisor last August. Since then, its robo advice client roster has expanded.

Deutsche Bank said Quintin Price, who leads the company’s asset management business, has taken medical leave.

The biggest U.S. mutual fund company led in estimated flows to both actively managed funds as well as those that track indexes.

Announcing this year's winners of Money Management Executive's Top Women in Asset Management Awards.

The low-cost, passive trend may be accelerated because of new fiduciary rules issued by the Department of Labor.

Out of about 76 million baby boomers in the United States, approximately 35 million of them lack any retirement savings and that statistic appears to be getting worse.

These seven mutual funds have had the most up years since the mid-1990s.

DoL regulators say they allowed for annuities and nontraded REITs in retirement accounts because they wanted to avoid the risk of clients taking heavy losses by exiting certain investments precipitously.

Blackstone will shutter a mutual fund that allocates money to hedge fund managers following a large redemption by the vehicle’s main backer, Fidelity.

“We are at a point now where every manager, whether in fixed income or equity, has to show value for the fees they are charging,” says one consultant.

The Labor Department finalized an amended version of its fiduciary rule, providing wealth management firms a lengthier timeline for implementation as well as more relaxed requirements for the best interest contract exemption.

ETFs that invest in fixed income attracted record deposits in the first quarter.

Misguided assumptions among emerging-market bears have created investment opportunities after years of disappointing returns for the asset class, a Capital Group manager says.

The men "plotted to overcharge their clients by millions of dollars," according to U.S. Attorney Carmen Ortiz in Boston.

The central claim in Gross' lawsuit against his former employer is challenged.

Forty-four percent of parents said they had used retirement savings to fund non-emergencies in the past two years.