Mutual funds

These seven mutual funds have had the most up years since the mid-1990s.

DoL regulators say they allowed for annuities and nontraded REITs in retirement accounts because they wanted to avoid the risk of clients taking heavy losses by exiting certain investments precipitously.

Blackstone will shutter a mutual fund that allocates money to hedge fund managers following a large redemption by the vehicle’s main backer, Fidelity.

“We are at a point now where every manager, whether in fixed income or equity, has to show value for the fees they are charging,” says one consultant.

The Labor Department finalized an amended version of its fiduciary rule, providing wealth management firms a lengthier timeline for implementation as well as more relaxed requirements for the best interest contract exemption.

ETFs that invest in fixed income attracted record deposits in the first quarter.

Misguided assumptions among emerging-market bears have created investment opportunities after years of disappointing returns for the asset class, a Capital Group manager says.

The men "plotted to overcharge their clients by millions of dollars," according to U.S. Attorney Carmen Ortiz in Boston.

The central claim in Gross' lawsuit against his former employer is challenged.

Forty-four percent of parents said they had used retirement savings to fund non-emergencies in the past two years.

Transamerica will be offering smart beta ETFs from BlackRock.

While the majority are invested in company 401(k)s, only half have an IRA account outside of work accounts.

The fund has returned almost 2% this year and ranks in the top 11% of his Morningstar peers.

A key challenge posed by the pending fiduciary rule: are firms going to be active managers or are they going to be financial advisors?

BlackRock plans to cut about 400 jobs in what may be the biggest round of layoffs to date at the world’s largest money manager, according to people with knowledge of the matter.

A small group of existing customers will be the first to try out the mutual fund company's digital advice platform, Fidelity Go.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

Many investment products are still designed with men's needs in mind, despite studies that show women are more active in saving for retirement.

Bob Jain, the global head of Credit Suisse Asset Management, will become co-chief investment officer at Millennium Management.

A Blackstone mutual fund that allocates money to hedge funds lost almost half of its assets this month as the fund’s biggest backer, Fidelity, slashed its stake.