Results for "mutual funds"

Displaying 2,410 results

Sort: Date | Relevance

Author:

DOL fiduciary rule expected to put new pressure on mutual fund expenses

September 23, 2016

The ripple effects of the Department of Labor's fiduciary rule is expected to put new pressure on mutual fund fees, and could even lead to fewer fund share classes, according to a report from S&P Global Market Intelligence. The DOL rule, which...

Smart beta complexity is hurting investors

September 19, 2016

The biggest risk of smart-beta investing might be that the strategies are becoming too complex for their own good. Timing smart-beta investing. The SEC's fuzzy rules on dodgy accounting violations. From a slap on the wrist to jail time. Does...

Old school fund companies Goldman, JPMorgan wade deeper into ETF market

September 16, 2016

Old-line asset management shops are continuing to wade deeper into the ETF market, seemingly embracing the notion that 'if you can't beat 'em, join 'em.' Over the past few weeks, Goldman Sachs Asset Management, JPMorgan Asset Management, and...

Investors pile in as REITs move closer to S&P 500 sector status

September 15, 2016

The establishment of real estate as an eleventh sector of the S&P 500 Index is morphing into a near-term investment strategy, according to some market watchers. The real estate play, ahead of REITs' elevation to sector status on Friday, is seen...

The gloves come off in the legal fight between Pimco and Bill Gross

September 15, 2016

Things are getting ugly in the court battle between Pimco and Bill Gross. The latest claim is the that renowned Bond King may have destroyed documents relevant to the lawsuit. “The only party trying to play 'hide the ball' is Pimco.” Meb...

Time to start navigating that minefield of mutual fund capital gains

September 9, 2016

Heading into capital gains distribution season for mutual funds, there are some potential pitfalls worth noting for financial advisers. Don't assume a fund will always be tax friendly. The muni-bond lovefest continues. Investors are pouring...

Morningstar to help advisers compare ETFs to mutual funds

September 8, 2016

Morningstar Inc. is embracing the model used by more financial advisers by combing exchange-traded funds and open-end mutual funds into the same peer groups when calculating fund ratings. The financial-data tracking firm also announced Thursday...

Are junk bonds becoming the new equities?

September 1, 2016

It's a well-known reality that high-yield bonds are generally more correlated to equities than they are to higher-quality bonds, but is it possible to actually substitute junk bonds for stocks? That argument is being made on a selective basis...

Protect client assets from aggressive unclaimed property rules

September 1, 2016

Who doesn't like a good treasure hunt? State governments have claimed more than $41 billion in lost property from U.S. taxpayers over the past few decades. All you have to do is prove that the property is yours — assuming you even knew it...

Decision in AXA excessive-fee lawsuit preserves the status quo

August 31, 2016

A judge's recent decision favoring AXA Equitable Life Insurance Co. in a lawsuit over excessive mutual fund fees in variable annuities was a win of sorts for insurance companies, in that it upholds a traditional structure of offering investment...

Blaming the 401(k) for lack of retirement savings

August 26, 2016

The case for how 401(k) plans have put retirement income further out of reach for some Americans. Pensions used to work, then pensions went away. The typical 401(k) is anything but automatic. Don't make the mistake of overlooking U.S. oil production...

Presidential candidates should focus on ETFs in 401(k) plans

August 25, 2016

It's time to push the conversation about including ETFs in 401(k) plans. If costs really matter — and they do — how can anyone overlook ETFs? The ETF as a political weapon. Active management might cost more and generally perform worse than...

Charles Schwab fires latest salvo in low-cost TDF war

August 25, 2016

Charles Schwab Corp. has upped the ante in the push to be the lowest-cost provider of target-date retirement funds, launching a new series of target-dated mutual funds on Thursday that edge out Vanguard Group and Fidelity Investments to claim...

BlackRock chops 10 ETFs with solid returns but limited investor appeal

August 24, 2016

BlackRock must have some pretty high standards. The asset management giant is sending iShares MSCI Emerging Markets Latin America ETF (EEML) to the scrap heap despite a gain of more than 30% this year. The investors are just not that into these...

DOL fiduciary rule sparks LPL to standardize fees on mutual funds: CEO

August 24, 2016

LPL Financial is in the middle of overhauling the commissions it pays brokers when they sell bread-and-butter investment products like mutual funds and variable annuities. The move is an acknowledgement of the potential for conflicts of interest...

Value strategies defy logic in push past growth stocks

August 24, 2016

Ten years into a bull market for growth stocks, the cycle finally appears to be turning in favor of value investing, but not for all the usual reasons. Among domestic equity mutual fund categories, small- and mid-cap value strategies stand out...

A case for cash when stock prices are off the charts

August 22, 2016

Sometimes the best investment move is toward the sidelines, especially when stocks and bonds are both teetering near record highs. The case for cash. Former hedge funder, Steve Eisman, who is now with Neuberger Berman, says hedge fund fees are...

When outperformance puts active managers out of business

August 22, 2016

The legal jargon about past performance not being indicative of future returns might need to be tweaked to suggest that past performance could be indicative of future underperformance. New research from S&P Global Market Intelligence and S&P...

Morningstar demystifies 401(k) loans

August 19, 2016

Morningstar's Christine Benz cracks to code on those perplexing 401(k) loans. Dissecting the pros, cons and myths of borrowing from a retirement account. The Department of Justice moves to phase out the use of private prisons for federal inmates....

Fees matter most when it comes to active management performance: Morningstar

August 19, 2016

Morningstar's midyear analysis of active versus passive investing shows once again that higher fees have the biggest impact on performance. The semiannual report describes fees as “one of the only reliable predictors of success.” The research...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 ... 121