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Market headwinds and lackluster sales erased almost a year’s worth of gains

Rules streamline fund reports, call for truth in advertising on fees

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

Firms released new target date corporate bond funds, a multi-asset income ETF and balanced seg funds

Mutual fund redemptions ramped up and long-term ETF sales slumped

Three ways to take action for clients in challenging times

a man on a precipice

Tying asset allocation to the economic environment can help advisors to manage risk

All is not lost for the 60-40 portfolio

Clean-energy firms are beginning to find profitability amid a global push toward net zero

ETFs built on high-interest savings accounts make sense to investors who need a place to park cash until they’re ready to invest again

investor protection

Dividend, low-volatility and covered-call ETFs can all support portfolios in bad markets