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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.
March 7 -
The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?
January 30 -
Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.
January 29 -
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.
December 21 -
Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.
November 8 -
Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.
October 25 -
The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.
October 23 -
The firm stood accused of not having policies to ensure clients' money was invested in keeping with environmental, social and governance goals.
September 25 -
The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists
September 21 -
Mutual funds will have to take extra care when using terms like ESG, value and growth.
September 20