Mutual funds

Assets at firm's Total Return Fund have slipped 70% from its peak in April 2013 to $82.6 billion.

Fifteen of the 20 biggest open-end funds report net outflows over the last five years.

The early decision stops advisers from earning commissions on products that will also generate fees through the firm's Investment Advisory Program.

An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.

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.

In the second quarter, that group of seven saw $34 billion in outflows.

Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.

A Morgan Stanley survey finds that 64% of the time, sustainable strategies matched or outperformed traditional mutual funds in terms of returns.

Demand has increased as investors seek alternatives to more than $10 trillion of debt globally that’s yielding less than zero.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.

Paul T. Lebel excessively traded shares that carried large front-end loads and "willfully disregarded the customers' interest," the agency said.

Clients may be less anxious if they know their portfolios include funds built for stability.

Many ETFs will avoid some aspects of sweeping new U.S. regulations meant to ensure that asset managers can easily meet investors’ redemption demands.

The challenges that asset managers face: rising regulatory costs and growing pressure on fees from cheaper competitors.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Strategies and products from active and passive managers continue to complement each other in portfolios.

A young alternative ETF producer right now has two growth opportunities, says Reality Shares' CEO Eric Ervin.

Takahiro Kusakari's life changed in 2007 when the then 28-year-old stumbled into a seminar by the founder of Japan's biggest independent mutual fund.