Mutual funds

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.

The series of deals leading to a $20 billion investment in an upcoming infrastructure fund managed by the firm raise concerns about conflicts of interest.

Her concentration in college was in nutrition, but after hearing clients discuss money management struggles, the CLS manager’s focus shifted.

Studies show smart beta beating their benchmarks more than active managers.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

Distributors on the continent are already signaling that they’ll offer a narrower range of funds as a result of MiFID II rules.

She joined Hennessy Funds as a receptionist nearly 28 years ago. Today Nilsen is chief financial officer and chief operating officer of the firm.

Since taking over as chief investment officer in 2011, she has worked to advance Palmer Square’s risk management, marketing, technology and operations.

A boost in retail enthusiasm at home amid waning international demand has allowed continued tightening of investment grade credit spreads.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

These 10 leaders transformed their organizations to face the fund industry's biggest challenges.

The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

JPMorgan Chase’s Seth Bernstein will take over from Peter Kraus as the firm's CEO.

AllianceBernstein, the money manager that oversees about $498 billion, ousted CEO Peter Kraus and more than half of the board in a shake-up.

Money Management Executive announced today the winners of this year’s Top Women in Asset Management Awards.