Mutual funds

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.

These portfolios look poised to shrug off their recent underperformance.

When clients are too focused on returns, bring the discussion back to expenses.

There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

Co-chiefs of the SEC’s Division of Enforcement tout a program aimed at repaying investors for excessive mutual fund fees as a new approach to curbing industry abuses.

The average annualized return of the top 20 funds has been nearly 15%.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.

Data reported by the Investment Company Institute.

Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.

The Elite Eight may be able to provide immediate diversification across more than one asset class.

They have time on their side, but compounding won’t work if they’re all in cash.

Muni funds should become more attractive under the new tax laws, say market observers.

The commission's frequently asked questions come six weeks ahead of the deadline to self-report placing clients in high-fee share classes.

Allegations of undisclosed private securities transactions by a former advisor followed two significant mutual fund cases involving the IBD network’s practices.

The cheapest 20% attracted nearly $1 trillion in new client cash last year.

A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.

The No. 1 IBD announced the new NTF offerings and additional flattened prices for its corporate RIA.