Mutual funds

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

Up for vote at BlackRock’s May 25 annual meeting is a proposal asking the fund manager to reconsider how it evaluates and votes on executive pay plans.

A U.S. proposal could make it harder for Wall Street banks to compete for talent against asset managers.

State Street’s asset management unit said Nick Good and Rory Tobin will take over management of the firm’s global exchange-traded funds business.

Faced with negative interest rates in their own countries, foreign banks and pension funds are looking increasingly toward U.S. municipal bonds.

Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.

Pimco's outflows continued, though at a slower pace, according to Allianz Chief Financial Officer Dieter Wemmer.

Out of the 72 ETFs created this year, most either have an overly complex design or track a trendy (yet less than substantive) theme.

The asset management industry's involvement in the digital advice space continues to deepen, as firms focus on providing institutional solutions for advisors.

New York City Council Speaker Melissa Mark-Viverito has asked the SEC to investigate OppenheimerFunds, saying the asset management company has played a role in worsening Puerto Rico’s fiscal crisis.

Not every ETF launch works. But a team effort and a compelling idea can make an ETF a success in an industry where a handful of dominant firms and smaller players compete aggressively for assets.

MetLife, the largest U.S. life insurer, posted first-quarter profit that missed analysts’ estimates as investment income declined on a slump in hedge fund holdings.

Low rates may prove a more enduring challenge than even MetLife Chief Executive Steve Kandarian’s fight against government regulation.

Jon Xu, chief technology officer and co-founder of FutureAdvisor, says the financial industry has only begun to tap the data available to it.

Gregory Nassour helps run almost $100 billion in U.S. bond mutual fund money -- but there's a reason you've never heard of him. He works at Vanguard and shuns the limelight.

The shift to passive has caused much soul searching, not to mention cost cutting, at some of the world's biggest money managers.

Investors paid 61 cents for every $100 managed in 2015, down from 64 cents in 2014 and and 73 cents five years ago.

When average performances are analyzed rather than just the top funds, a passive strategy prevailed over the past five years.

Mutual and hedge fund managers dodged the toughest provisions of newly proposed U.S. pay rules designed to discourage excessive risk-taking on Wall Street.