The Securities and Exchange Commission late Wednesday formally raised the net worth requirement for investors who are charged performance-based advisory fees. Under a final rule issued by the ...

Performance fee structures can feel like a puzzle with many pieces. As an investor, understanding how these fees work is crucial because they directly affect your returns. What’s behind terms like ...

Plain-Vanilla Tuesday's column touched on an unusual topic: whether a fund's reported results match what its shareholders received. (This issue should not be confused with Morningstar's statistic of ...

Paying fees tied to performance could have “unintended consequences” for investors in certain types of strategies, according to researchers from Dimensional Fund Advisors and Massachusetts Institute ...

Vanguard founder John Bogle repeatedly warned, “The miracle of compounding returns is overwhelmed by the tyranny of compounding costs.” He wasn’t talking about semiliquid funds, but he could have been ...

Apart from varying investor entry and exit points, mutual funds are concerned about revenue uncertainty and operational ...

Over the years, the fee debate has become more prominent. This debate, and the increased focus on fees, are good for investors, and it has placed pressure on providers, administrators and financial ...