Mutual funds

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

Regulators accused the firm of misleading customers about fees and of not being upfront about conflicts of interest with its recommendations of mutual funds, private equity and other investments.

Cadaret Grant agreed to fines to clear up allegations that it had failed to disclose conflicts with costly mutual funds and sweeps accounts.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

As investors try to lock in high yields, actively managed bond funds are making an unexpected comeback.

A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?

One of the largest independent wealth management firms faces a big potential SEC judgment in a case that sheds light on industry revenue-sharing practices.

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.