Mutual funds

Similar products are stockpiling unprecedented levels of new cash as investors look to alternative assets for growth and income.

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

It’s the second straight year that Cliff Asness’ quant firm is announcing layoffs.

In what was a stellar year for corporates, governments nearly missed the list entirely.

Average management fees will be cut 8% on an asset-weighted basis.

It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.

The 82-year-old company’s strategy has helped secure net inflows in all but one of the five years through 2018.

Already, the fund has agreed to transactions involving German wind energy project developer PNE and Altice Europe’s Portuguese fiber assets.

Data reported by the Investment Company Institute.

As asset managers create younger wholesaling teams, they're also adapting models that leverage digitally savvy hybrid roles.

Failing to enroll in a health care plan and taking on a hefty student loan debt are just two of the most common blunders younger clients should avoid.

Despite the exodus, all of the mutual funds and ETFs on the list posted net gains for the year.

Brokerage firms that sell the funds must determine whether clients understand their risks — a requirement that could discourage offering them at all.

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

The planned launch from Cornerstone Capital would be the firm’s first stock fund for individual investors with social and environmental goals.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

After a recent policy switch, many clients at the wirehouse can no longer use balances from their deposit accounts to purchase shares in these funds.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.