Determining the appropriate tax treatment of an investment fund’s waived management fee involves a number of factors, the ...

In August, the SEC voted to pass new regulations that target disclosure standards for private fund managers who collectively control $25 trillion in assets. While the result of these changes is yet to ...

The Cyprus Securities and Exchange Commission (CySEC) has announced proposed amendments to the fees payable by entities operating in the collective investment management sector, launching a public ...

Franklin Resources, Inc. BEN is bearing the brunt of the ongoing challenging market conditions and a shift in preference toward passive investing. These have affected its assets under management (AUM) ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them ...

The decision by Sygnia to introduce an annual administration fee for using its Sygnia Alchemy direct investment platform came ...

Fund-of-funds portfolios can provide exposure to exotic assets and investment strategies, but can come with prohibitive fees ...

Albert Einstein famously remarked that “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” In other words, compound interest can be a ...

On a recent episode of the Catching Up to FI podcast, financial planner Aubrey Williams made a point that should stop anyone shopping for an advisor in their tracks: the label most consumers think ...

Every tax season, investors ask the same question: Can you deduct investment fees on your tax return? The short answer: Sometimes. Certain investment fees can reduce your taxable income — but only ...