Clients interested in marijuana/cannabis stocks, cryptocurrencies and ESG/socially responsible investing
Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.
Transaction charges for three ETF managers will drop 45%.
Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.
Critics see a volatile product that has underperformed benchmarks and contains difficult-to-understand costs.
Master limited partnerships are riding high.
Fund will tackle the risks and rewards of buying companies before they go public.
They're exiting funds that focus on Chinese tech companies and shorting the S&P 500.
Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.
Passive investments makes an historic claim to market share dominance of U.S. equity fund assets
Two exchange-traded funds focus on newly listed companies.
A survey shows younger investors embrace passive funds, suggesting the downward pressure on fees will continue.
American Funds sponsor still faces uncertain future as investors flock to low-cost, passive investing.
Contrary to popular thinking, smaller companies prove most vulnerable to geopolitical wrangling.
High-performing growth fund includes pre-IPO Juul among its top holdings.
Schwab study finds ETF investors view vehicle as way to manage volatility.
Dominic Tropiano made 52 trades in two customers' accounts without their knowledge.
Passive target-date funds, which invest primarily in index funds, got nearly all the new money flowing into target-date funds last year
Some exchange-traded funds have big positions in Amazon, while others are investing in companies the online giant is slowly killing.
Report from Moody's raises the possibility that ETF market makers might step away during market turmoil.
