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

Reaching your financial goals is easy if you follow these key steps Written By Written by Contributor, Buy Side Mallika Mitra is a contributor to Buy Side and a personal finance expert specializing in ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Buying shares of a fund rather than individual stocks makes it easier to invest. Funds offer instant portfolio diversification with very little work. You don't have to stay informed on dozens of ...

In many ways, exchange-traded funds are an evolution of mutual funds. ETFs are like mutual funds that trade throughout the day but are more tax-efficient, transparent, and accessible. And they are ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...