Even in the multitrillion-dollar retirement plan market, $1.97 trillion is nothing to sneeze at. That’s the amount Morningstar tracks in over 3,200 collective investment trusts (CITs) as of early May 2016...

(Bloomberg) -- U.S. Supreme Court nominee Merrick Garland disqualified himself for financial reasons from 66 cases that came before him as an appellate judge, stepping aside in clashes involving climate change and mutual funds...

(Bloomberg) -- At times like these—when the overall market is flat and Wall Street in general doesn't expect the S&P 500 to move much higher through the end of the year—there's even greater interest in figuring out...

Will socially responsible investing remain a niche market for investors who want portfolios that reflect their social or moral values?  Or do the strategies reflect macro themes in global demographics, natural resources...

It’s gonna get risky out there.

(Bloomberg) -- When it comes to new exchange-traded funds, investors are doing a lot of eye-rolling and head-scratching. And rightfully so. Out of the 72 ETFs created this year, most either have an overly complex design or track a trendy (yet ...

Fixed income mutual funds are a convenient, low-cost way for clients to get access to a diversified portfolio of securities for a relatively small minimum investment. Better yet, investors have the option of choosing funds that are professionally...

(Bloomberg) -- Hillary Clinton praises Obamacare. Donald Trump calls it a disaster. She’s deliberate. He’s an improviser. Their investment strategies diverge as well...