Mutual funds

The fiduciary rule is just one of the pressures affecting the fund industry, which is why disruption is the theme of the organization's annual Strategic Leadership Forum.

Firms like the Denver-based money manager that run actively managed strategies have been losing to competitors offering lower-cost mutual funds and ETFs.

The move echoes a larger effort by Wall Street to boost brokerage revenue as investors flee actively managed funds for cheaper products.

If your investment time frame has been seriously long term, these are the funds that posted the best returns over the long haul.

Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.

The White House has made fiduciary part of investors' vocabulary.

Big investors are motivated by signs the world has finally escaped from the decade of limp economic growth.

Investor sentiment is unabashedly high, with option costs falling and money flowing into stocks at an almost unprecedented rate.

16 individuals or teams are nominated in the four-category list.

The latest offering from Kevin O'Leary's O'Shares ETF Investments focuses on dividend-paying companies. Plus: Other launches.

16 individuals or teams are nominated in the four-category list.

The latest offering from Kevin O'Leary's O'Shares ETF Investments focuses on dividend-paying companies. Plus: Other launches.

Goldman Sachs has a full suite of services to offer quants after upgrading its technology, according to the partners leading the effort.

The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.

Even when they have a retirement plan, it is likely to be astronomically more expensive than those offered by large companies.

Large mutual, pension and hedge funds are chasing better returns in rallying U.S. stock markets thanks to President-elect Donald Trump's pro-growth policies.

While quants represent just a fraction of BlackRock's assets under management, the losses are a setback for CEO Laurence D. Fink.

While the bulk of the money flowed into products that track indexes, more than $50 billion was absorbed by active funds.

These popular choices for asset allocation also have a history of solid performance.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.