Comparing mutual funds and brokerage accounts is a little like comparing apples and oranges. While mutual funds are professionally managed investment products, brokerage accounts are used for ...

Over the past 150 years, the world of individual investing has seen three significant developments: the brokerage account, ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account that is owned by an ...

Thousands of crores in mutual funds, dividends and bank deposits remain unclaimed across India — often because families are ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Mutual funds might sound like old-fashioned assets, but they’re still prevalent and valuable in today’s investment landscape. If you want instant diversification in a 401(k) account, you’ll likely ...

Financial advisors expect to hold more client assets in exchange-traded funds than mutual funds by 2026, for the first time, according to Cerulli Associates. ETFs generally have certain advantages ...

Alice Monroe was an admissions officer at the Kellogg School of Management at Northwestern University. It was early January 2017 and Alice had enrolled in Northwestern's 403(b) retirement plan two ...

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Financial advisors will soon — and for the first time — hold more of their clients' assets in exchange-traded funds than in mutual funds, according to a new report by Cerulli Associates. Nearly all ...