-
Despite expected industry constriction, a number of leaders see opportunities in employing technology, innovative products and even strategy toward regulation.
December 12 -
Which fund categories had the biggest rebounds this year?
December 8 -
Gold prices this year were up 20% and heading for their first annual gain since 2012 until Donald Trump was elected president.
December 7 -
Recent news and short term performance is good; longer term questions linger.
December 1 -
The Herzfeld Caribbean Basin Fund (CUBA) was up as much as 17% on Monday morning, its best one-day showing since December 2014.
November 29 -
54% of mutual funds underperformed their benchmarks since the election, researchers find.
November 28 -
U.S. equity funds rebounded with their largest inflow ever last week at $31 billion.
November 23 -
The selloff is giving money managers a rare opportunity to allow passive funds call the shots on the direction of market sentiment.
November 23 -
As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.
November 22 -
She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firms mutual funds.
November 22 -
Edward "Ned" Johnson, 86, is retiring and will become chairman emeritus.
November 21 -
The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.
November 16 -
The high cost of stock picking has made clients more passive, an analyst says.
November 10 -
Here are key takeaways from a Department of Labor fact sheet.
November 10
Beaumont Capital Management -
Seven of largest asset managers reported a record $50 billion in combined outflows during the third quarter of 2016.
November 4 -
Assets at firm's Total Return Fund have slipped 70% from its peak in April 2013 to $82.6 billion.
November 4 -
Fifteen of the 20 biggest open-end funds report net outflows over the last five years.
November 3 -
The early decision stops advisers from earning commissions on products that will also generate fees through the firm's Investment Advisory Program.
November 2 -
An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.
November 2 -
Institutions that are willing to invest at least $100 million can get the Janus total-return strategy as a separate account, according to a person with knowledge of the matter.
November 1













