A list of end-of-year to-dos for retirees, Artnet calls 2016 "The Year of the Fake" and Charles Schwab forecasts a record-setting 2017.

Analysts at UBS Group AG have examined the equity holdings of actively managed funds worldwide to work out which stocks are the most over- and under-owned relative to their benchmark weightings.

Even investors who notched double-digit returns wound up trailing their benchmarks because they failed to take a chance on enough beaten-up energy and mining company bonds at the February bottom.

Bitcoin has a strong run and a former SEC official is accused of not showing up for work.

Investors unhappy with the cost and performance of active funds are increasingly shifting to index- and exchange-traded funds.

Successfully rebalancing a portfolio means walking a fine line between controlling for risk and incurring trading costs. Sometimes, it pays to leave the portfolio alone.

The bank plans to start at least six bond ETFs next year, according to Bob Deutsch, head of ETFs at the lender’s asset management unit

The exclusions are based on new criteria introduced by the government in February, impacting companies that rely on coal for at least 30 percent of their activities or revenues.

Simply adding foreign investments to a portfolio does not equal diversification

With preferences for gold and volatility, they were far off the mark.