JPMorgan Chase & Co.
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Donald Trump's investment portfolio a messy hodgepodge: advisers
Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. (See the top five fund companies holding Mr. Trump's money.)
Edward Jones' proprietary funds are outselling nearly all active managers
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Massachusetts' Galvin to investigate alternative fund sales by advisers
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
J.P. Morgan turns to Schwab to sell passive funds
J.P. Morgan Asset Management, the top-selling stock-picking fund manager for the past two years, is getting help selling its index-tracking ETFs from Charles Schwab.
15 years later, Nuveen Investments gets a go-ahead on ETFs
Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.
Ex-JPMorgan Chase broker charged with stealing $20M from clients
Allegedly was investing in municipal securities, but pocketed money instead
Dividend stocks might be a better than annuities for income investors
Breakfast with Benjamin: Could dividend stocks actually be a better deal than an annuity for income investors?
Latest sign of oil market glut pushes prices even lower
Breakfast with Benjamin: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.
Job growth is the economy's only bright side, and it isn't very bright
Breakfast with Benjamin: The data show companies are hiring, but virtually everything else in the economy is falling.
Small cap stocks go large on dividend payouts
Dividend income is increasing from an unlikely source: small companies. It's a trend that has the potential to throw a wrench into traditional asset allocation models, and even add a performance boost to dividend-focused mutual funds as smaller companies are added to portfolios typically dominated
Legg Mason snags two top executives from Vanguard for ETF push
Baltimore-based mutual fund manager takes big step toward a popular product.
In target date funds, performance starts to trump risk management as assets balloon
Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons
Fidelity records massive profit, despite fund outflows
Boston mutual fund and brokerage giant increased its earnings by 29% last year despite surging investor redemptions of its mutual funds.
Sallie Krawcheck: Don't underestimate robo-advisers
Sallie Krawcheck says online advice industry is filling a gap in the marketplace.
BlackRock expanding efforts on impact investing
BlackRock Inc., the world's largest money manager by assets, on Monday announced the launch of a unit that will cater to investors who want to bring social or environmental goals to their portfolios.The firm said it was installing Deborah Winshel, a figure in New York's philanthropic scene who most