Mutual Funds Updates

Vanguard’s entrée into active ETFs could spur more product development, and more price pressure on other active strategists.

The SEC said it had charged SunTrust for "improperly recommending more expensive share classes of various mutual funds when cheaper shares of the same funds were available."

All it took was the best stock picking in a decade.

How to name your investment advisory firm, Portugal the top spot for clients looking to retire overseas, and the SEC still sees cybersecurity weaknesses in advisory firms.

The idea that asset management is a mindless endeavor devoid of skill, art or judgement is a harmful one. Even cheap, automated strategies have varied outcomes. The humans behind the machines still matter.

Trump’s election, and subsequent withdrawal from the Paris Accords, prompted a rush of new investor money toward environmentally responsible investments. Here are the top performing SMA managers for socially responsible investing.

Donald Trump's election gave a sharp boost to demand for socially responsible investment funds, just as several large asset managers moved into the field.

Passive investors don't recognize they are actually making active management decisions without understanding what they own.

Advisors may have to re-evaluate their definition of "socially responsible."

Backlash to an attempted Vanguard takedown, investors are better at timing the market and Merrill Lynch adds an international advisor in Miami.