The similarities between a mutual fund board of directors and an 82-year-old Ohio widow aren’t obvious, but they help to explain the latest industry scandal and how investors should react to the ...

Guinness Atkinson Dividend Builder is a solid mutual fund with modest fees that has beaten its world-stock-fund peers in the past five years, yet no one seems to care. The fund has only $15 million in ...

On Jun 28, the Federal Reserve announced the results of its annual tests to assess the financial strength of the largest banks in the United States. Termed as stress tests, the Fed conducts a review ...

Converting mutual funds to exchange-traded funds has become a growing trend in the investment industry over the past two years. More than three dozen of these conversions have popped up since early ...

Discover key risks and a disciplined framework for successful small-cap fund investing to navigate this volatile market ...

As the clock ticks down to the end of 2023, our minds turn to 2024, and what the future may hold. As we examine our investments and, perhaps, decide to change a few things or start something new, here ...

A mutual fund wrap is a personal wealth management service that gives investors access to personalized advice and a large pool of mutual funds.

Learn how third-party distributors operate, their role in mutual funds, and how they offer unbiased advice to investors, despite additional fees.