Even in the multitrillion-dollar retirement plan market, $1.97 trillion is nothing to sneeze at. That’s the amount Morningstar tracks in over 3,200 collective investment trusts (CITs) as of early May 2016...

(Bloomberg) -- U.S. Supreme Court nominee Merrick Garland disqualified himself for financial reasons from 66 cases that came before him as an appellate judge, stepping aside in clashes involving climate change and mutual funds...

(Bloomberg) -- At times like these—when the overall market is flat and Wall Street in general doesn't expect the S&P 500 to move much higher through the end of the year—there's even greater interest in figuring out...

Will socially responsible investing remain a niche market for investors who want portfolios that reflect their social or moral values?  Or do the strategies reflect macro themes in global demographics, natural resources...

Fixed income mutual funds are a convenient, low-cost way for clients to get access to a diversified portfolio of securities for a relatively small minimum investment. Better yet, investors have the option of choosing funds that are professionally...

(Bloomberg) -- Hillary Clinton praises Obamacare. Donald Trump calls it a disaster. She’s deliberate. He’s an improviser. Their investment strategies diverge as well...

(Bloomberg) -- Here’s what happened during the rebound in equities that added nearly $3 trillion to U.S. share values in 10 weeks: mutual funds hoarded cash, short sellers tightened their grip on bearish bets and individuals bailed out...

(Bloomberg) -- Gregory Nassour helps run almost $100 billion in U.S. bond mutual fund money -- more than star managers such as Dan Fuss of Loomis Sayles, DoubleLine Capital’s Jeffrey Gundlach or Daniel Ivascyn at Pimco...

Some go up, some go down. Asset-weighted average fees across all U.S. mutual funds and ETFs fell from 0.64 percent in 2014 to 0.61 percent in 2015, according to a new report from Morningstar. But the research firm suggests the decline is not ...

Being a hedge fund manager used to be the kind of job you did after a stressful life in banking. Now, not only are there fewer such roles, but they're as taxing as ever. Indeed, the entire money-management world is being turned on...