Mutual funds

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

The liquidations are part of an ongoing process to ensure its products meet their clients' evolving needs, the firm says.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.