One in four representatives said products or services have been recommended to clients that are not in their interest, survey ...

According to OSC and CIRO, 40 percent of representatives said performance scorecards—used to track sales and client contact ...

Mutual funds offer diversification and lower risk — here’s how they work Mutual funds allow investors to pool their money to purchase stocks, bonds and other securities.

Moving money to a less expensive money market fund may be ok, but beware when using fees to determine all your investment choices.

But if you hold mutual funds in a taxable brokerage account, you could owe income taxes on any distributions and in other cases. Annuity vs Mutual Fund: Which Is Better for You?

Financial planners offer big-picture strategies and comprehensive plans that typically cover many years and several stages of your life. Financial advisors, by contrast, are more focused on your ...

Did your mutual fund beat the market last year? The answer isn’t clear, since it depends on how you define “the market.” Consider the nearly 3,900 actively managed U.S. equity mutual funds ...

We'll also explore specific mutual fund schemes with strong track records, high-quality underlying portfolios and robust fund ...

An investment strategy demands utmost clarity on basic concepts. Asset classes are distinct from investment vehicles, for example, and allocation decisions on the former must be made first. Here’s how ...

But even after an epic year with more ETF conversions expected, one expert argues mutual funds will always have a place.

Some lawmakers want to defer capital gains taxes for mutual funds. Here’s what investors need to know.

One of the most important rules of investing is to always diversify your portfolio. Mutual funds and exchange-traded funds (ETFs) both provide a great source of diversification, but at first ...