Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund ...

This means that a strategy of having a lot of money in an S&P 500 index SPX fund may be more risky than you realize. The idea of holding 500 stocks rather than a few that you select can be comforting, ...

When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned.

Preparing for a Fed rate cut requires more than reacting to headlines. Whether you are an institutional allocator or an ...

The Growth Act would restore fairness for millions of middle-class investors who rely on mutual funds in their taxable ...

ETFs do in-kind transactions. An in-kind transaction frequently avoids being a taxable event because securities are swapped for other assets of equal value. Mutual funds, conversely, sell the assets ...

The agency granted Dimensional Fund Advisors permission to launch ETF versions of some of its traditional mutual funds.

Global economic shifts away from cash transactions will continue to benefit Mastercard and Visa despite new competition, according to Krishna Chintalapalli of Parnassus Investments.

Discover why SCHD's performance lagged after years of outpacing peers and if its strong dividend strategy can fuel future ...