Mutual funds

Come forward now or face penalties later, the regulator is warning advisors who failed to disclose conflicts of interest around high-cost mutual fund share classes.

Thanks to differentiated bets on stocks, equity mutual funds beat benchmarks across the board.

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

Data reported by the Investment Company Institute.

Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.

Even core investments in developing nations reflect the firm’s conviction that Fed hikes are about to wreak havoc across markets.

The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.

The products exceeded their previous monthly flows record by nearly 30%.

The strategy draws investor interest again, mostly on the strength of fixed income.

The bank’s asset management business merged teams overseeing fundamental U.S. equity value and growth strategies.

Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.

Winners were from Fidelity, Causeway, T. Rowe Price and Prudential.

One provider aims to test whether or not investors are comfortable with algorithms picking stocks.

The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.

Advisors at Fidelity, Schwab and other large discount brokerage firms make more money if they steer clients toward more expensive products.

The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.

Data reported by FUSE Research.

Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.