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  1. Fiduciary Rule Is a Game-Changer

    Conflict-of-interest proposal could cost wealth-management industry $2.4 billion.

  2. 10 Great Balanced Funds

    There are plenty of funds to like in our new allocation 50% to 70% equity Morningstar Category.

  3. 3D Asset: In Defense of Active Management (Sort Of)

    Unless specified otherwise, all performance and market data are sourced from Bloomberg. For all indices, performance reflects total returns which is change in price plus reinvested dividends and/or interest, if any. MSCI index total returns are shown net of dividend withholding taxes.

  4. Dow 18,000: Who Knew?

    Once again, the stock market takes the forecasters by surprise.

  5. Should Fund Managers Invest in Their Own Funds?

    It is a common argument, but not solidly grounded.

  6. American Funds' platform puts target-date funds under a microscope

    Fund giant offering financial advisers a tool for evaluating the funds that adheres to the 2013 guidance from the Department of Labor.

  7. Layoffs Mount in Mutual Fund Industry

    BlackRock, Capital Group, Fidelity, and Putnam are the latest firms to cut jobs.

  8. American Funds says low fees, manager ownership can save actively managed funds

    Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.

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