Index funds

Despite attacks on the broader ESG strategy, a narrow niche focused on women had a positive quarter.

The flood of money into exchange traded funds does little to help most wealth managers who used to reap hefty fees from actively managed mutual funds.

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

In 2023, seven tech stocks dominated the Nasdaq 100. Analysts expect 2024 to be different.

Index funds are broad and unwieldy, but what they lack in speed they make up for in reliability. Here are the top 20 of 2013 to 2023.

Low-cost index funds could be costing investors up to 35 basis points a year.

The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.