Mutual funds

It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.

The 82-year-old company’s strategy has helped secure net inflows in all but one of the five years through 2018.

Already, the fund has agreed to transactions involving German wind energy project developer PNE and Altice Europe’s Portuguese fiber assets.

Data reported by the Investment Company Institute.

As asset managers create younger wholesaling teams, they're also adapting models that leverage digitally savvy hybrid roles.

Failing to enroll in a health care plan and taking on a hefty student loan debt are just two of the most common blunders younger clients should avoid.

Despite the exodus, all of the mutual funds and ETFs on the list posted net gains for the year.

Brokerage firms that sell the funds must determine whether clients understand their risks — a requirement that could discourage offering them at all.

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

The planned launch from Cornerstone Capital would be the firm’s first stock fund for individual investors with social and environmental goals.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

After a recent policy switch, many clients at the wirehouse can no longer use balances from their deposit accounts to purchase shares in these funds.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

The fact that it’s impossible to track the amount of revenue sharing kickbacks demonstrates the problem, says the research firm’s lead policy wonk.

Clients overpaid more than $12 million because of operating flaws and coding failures in an automated device advisors relied on for executing mutual fund orders.

Equity funds tracking the sector are the second-most popular asset class after U.S. government bonds this year, BNP Paribas says.

Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”

Asset managers who flocked to safety in utilities and dividend stocks at the end of 2018 have seen their pain compounded by the latest risk-on rally.