Mutual funds

Thematic ETFs have proliferated as funds started in the last six months looking to trade on political agendas, such as tax reform and infrastructure spending.

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

The iShares unit has had other departures in recent years.

Most of the inflow came in the second half of the month after the Fed laid out an unexpectedly dovish rate-hike outlook, Russia's central bank said.

Amid the ups and downs of the bond markets, these funds attracted new investors.

The new offerings could boost returns to investors by 50 basis points, according to a study.

The new offerings could boost returns to investors by 50 basis points, according to a Morningstar study.

Motif’s Hardip Walia discusses attitudes of investors and the inadequacies with contemporary environmental, social and corporate governance investing.

The GDP growth spread between emerging-market and developed-market nations is expected to widen in 2017 to the most in three years.

The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.

Prospects for an outright shrinkage of the central bank’s roughly $4.5 trillion ledger didn’t discourage markets one bit — at least on Wednesday.

The fund, co-managed by Dan Ivascyn and Alfred Murata, returned an average of 8.5% annually over the last five years.

It’s time to consider payment schemes that are more transparent and better aligned between who pays the cost — and who enjoys the benefits.

Customers who were eligible for Class A shares in certain mutual funds without a front-end sales charge were either not given the sales charge waiver or sold more expensive Class B or C shares, FINRA claimed.

New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

Multi-asset funds offer something that isn't easy to automate.

Active managers face headwinds despite an overall positive outlook for the U.S. economy that’s taken hold since the election of President Trump.

The famed manager claimed he was ousted by a “cabal” of executives who wanted a larger share of his bonus.

These products haven’t suffered the same fate as other active portfolios because they offer something that isn’t easy to automate.