Mutual Funds

The Nottingham Company said it expects one of Adaptive Investments' mutual funds to be converted to an ETF in January.

The number of plan participants using managed accounts has barely moved from 2015 to 2019.

Axiom RIA, an investment platform available to Geneos' 300 advisors, and Fidelity are adding Potomac Fund Management’s tactical model portfolios to their platforms.

Dimensional Funds released two actively-managed products, one focused on U.S. equities and the other on international stocks.

Lido’s purchase from First Western Financial builds out its investment offerings and services to clients.

American Century Investments' Rich Weiss describes the philosophy behind how the firm develops its target-date funds' glide path.

The allocations underpinning these vehicles are a function of the peculiar belief in that stocks are the best way to save for retirement.

The White House bid to make green investing more difficult would likely face legal obstacles.

Old-school stock pickers can still get a leg up on index funds.

Amy Domini, founder of Domini Impact Investments, says the climate change-related events that are devastating economies are about to wake up investors.