The five pension funds in the New York City Retirement Systems have jumped into the proposed $8.4 billion takeover of ...

The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

For the first time since the DOL adopted its Voluntary Fiduciary Correction Program (VFC Program) in 2002, retirement plan sponsors will be able to utilize self–correction as an efficient means to ...

Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing ...

Baker Botts LLP will have to face fiduciary breach and unjust enrichment claims from the co-founder of an investment advisory firm who was sentenced to prison, a New York appellate court ruled ...

Today, Vanguard's fund lineup has expanded far beyond its mutual fund roots to include 88 exchange-traded funds. Yet, somewhat ironically, Vanguard's late founder and chairman, John Bogle ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Doug Whiteman is an award-winning journalist with three decades of experience covering personal ...

Income funds cater to these investors due to their high yields and low volatility. You can buy individual stocks, but income funds simplify the investing experience. You don't have to monitor ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...