Mutual funds

Greg Davies, head of behavioral finance at Barclays reviews how technology has fit within the industry and the opportunities and challenges that development has brought.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

Fund sponsors must approach robo advisors like that of a home office at a traditional broker/dealer intermediary, ensuring the marketing and sales approach is tuned to how the product will enhance robo advisor model portfolios.

Legg Mason attracted $5.1 billion into its bond funds in October, the most in more than seven years, after the departure of Bill Gross from Pimco prompted investors to reallocate billions of dollars.

Clients report Social Security's employees being uninformed of the agency's rules, or worse, providing wrong information; Plus, the downside of target-date funds

Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.

The Fix LA Coalition, an effort spearheaded by labor unions and its allies, wants Los Angeles City Attorney Mike Feuer to file a regulatory complaint against the underwriters involved in 2006 interest rate swaps saying the risks weren't disclosed.

At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors.

Advisors examine their positions with Pimco and debate Bill Gross's influence as October saw a record $27.5 billion in outflows from Total Return Fund.

Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.

The Pimco Total Return Fund suffered an estimated $27.5 billion of withdrawals in its first full month after the Sept. 26 departure of Bill Gross, its worst month ever for redemptions.

The Pimco Total Return Fund suffered an estimated $27.5 billion of withdrawals in its first full month after the Sept. 26 departure of Bill Gross, its worst month ever for redemptions.

The Securities and Exchange Commission today sanctioned 13 firms for improperly selling Puerto Rico bonds in denominations below a $100,000 minimum denomination set in a $3.5 billion offering earlier this year.

New research shows that asset managers are increasing their sales forces and wholesaler compensation to keep pace with increased advisor demand.

Janus Capital is making waves in 2014 as it tries to climb toward the top of the asset management industry mountain.

BlackRock, the world’s biggest money manager, cut fees on certain share classes of three fixed- income funds as the departure of Bill Gross from Pacific Investment Management is sending billions of dollars to competing firms.

A roundup of industry highlights in the asset management industry.

Big tax bill looms for mutual fund investors; 4 secrets to getting more from your 529 account; How taxes and trading costs kill investment returns

5 career checkpoints on the road to retirement; 3 Social Security myths you shouldn't believe; Why I won't own bond funds in my retirement portfolio

Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.