This year looks good — but not great — for stocks and bonds, barring a spontaneous collapse in prices.
Getting even a rough sense of how governments influence share prices is a task fraught with peril.
The GraniteShares Bitcoin ETF and the GraniteShares Short Bitcoin ETF would trade on the Cboe BZX exchange.
Mutual funds that invest based on environmental, social and governance factors are all the rage. But is one factor more critical to performance?
iShares welcomed $198.4 billion into its exchange-traded funds through November.
SEC, Finra targeting high-fee share classes, 12b-1 fees and failure to give sales load discounts and waivers to investors.
David Winters says passive investors are rubber-stamping compensation packages.
Ladenburg Thalmann subsidiary agrees to pay restitution of almost $250,000 for overcharges.
Advisers should understand each product's unique advantages and drawbacks.
Firm censured, agrees to provide remediation to clients affected.
Adviser interest in ESG expands along with investment options.
He sees strong economic growth continuing into next year, supporting companies with accelerated revenue, earnings and cash flow.
Technology is making it easier, and cheaper, for advisers to trade many shares without holding funds.
Even funds that appear to target the same factor can look and perform quite differently.
Markets, fee pressure and data analysis create a perfect storm.
Smaller firm makes case for going beyond past performance when evaluating funds.
The six ETFs and one mutual fund, which will focus on volatility, value, momentum, liquidity and quality, mark a departure from the money manager's storied promotion of passive index funds.
CEOs and money managers sometimes have blind spots when purchasing their own company's stock or fund's shares.
The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.