Mutual funds

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

Jim McNamara, head of a business that sells the firm’s mutual funds and ETFs to third parties, will depart after two decades.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.

The series of deals leading to a $20 billion investment in an upcoming infrastructure fund managed by the firm raise concerns about conflicts of interest.

Her concentration in college was in nutrition, but after hearing clients discuss money management struggles, the CLS manager’s focus shifted.