Mutual funds

Many financial professionals are accepting the idea that they likely won't beat the market and that investors therefore would be better off in low-cost index funds.

An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers.

ETFs that hold U.S. Treasuries are seeing more cash inflows this month than any other fixed-income funds for the first time this year.

Mom-and-pop investors may sink $350 billion into debt funds globally this year, adding to the $3 trillion they've already poured into bonds since 2008.

For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer.

Financial advisors are just as critical about what they deem is a good company website and an increasing percentage will make decisions about whether to engage and choose product offerings based on a site's quality and ease of navigation.

While U.S. stocks have spent long stretches of the past six years rallying without the help of fresh mutual fund money, Bank of America and Exane BNP Paribas say the withdrawals show rising concern as the Federal Reserve weighs raising interest rates.

Building a successful asset management firm is difficult. That's not an earth-shattering statement given that most firms fail to meet their expectations for asset growth. And yet each year, hundreds of firms plunge into investment management believing they have something to offer that will drive investor acceptance and success for their business.

The Nasdaq Stock Market has always been associated with cutting edge technology, whether it be for the companies it lists or the systems used to match buyers and sellers on the first all-electronic exchange.

Stock pickers have remained largely anonymous to the larger public despite a six-year rally that produced some outstanding funds. They've been overtaken by bond legends and hedge fund managers.

Janus Capital Group Inc., the firm that hired bond legend Bill Gross in September, said profit rose 46% in the first quarter as the market rally lifted assets and its funds attracted new money.

The case complaint is the latest to portray America’s all-electronic stock market as vulnerable to predators with software.

After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong.

There are a number of steps traditional mutual funds and ETF providers can perform to take advantage of a surge in automated investing.

BlackRock agreed to pay $12 million to settle U.S. regulatory claims that it failed to disclose a conflict of interest of a top portfolio manager.

Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings.

BlackRock agreed to pay $12 million to settle U.S. regulatory claims that it failed to disclose a conflict of interest of a top portfolio manager.

Carlyle Group will shut a pair of mutual funds started last year in the latest setback to private equity firms’ pursuit of individual investors.

Announcing this year's winners of Money Management Executive's Top Women in Asset Management Awards.

The toast of Wall Street in 2007 have captured some of that dominance again in the first quarter of this year.