Investment

Morningstar’s latest U.S. Active/Passive Barometer compared active and passive fund performance over the year ending in June.

The Global X U.S. Infrastructure Development ETF (PAVE) has overtaken Cathie Wood’s ARK Innovation ETF (ARKK) as the biggest thematic fund.

One obstacle retail investors face is a lack of appropriate recommendations from their financial advisors, according to the FTSE Russell Wealth Survey.

The firm has 10 products spanning credit, real assets, infrastructure and equity, and has added about 200 people who work in wealth over the last five years.

Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. Are covered call ETFs a good investment, asks barchart? These are among the investment must reads we found...

Supreme Court justices are allowed to hold individual stocks, but ethics rules deem they should disqualify from cases involving the companies.

While the NFL is welcoming some private equity players, its rules are more stringent than those adopted by other professional leagues, meaning funds allowing individual investor participation are not eligible.

The acquisition of Archer will help BNY handle the infrastructure and distribution of managed accounts to financial advisors and their clients.