Results for "mutual funds & ETFs"

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How the biggest U.S. stock funds, ETFs fared in the market drop

February 6, 2018

The markets teetered Friday after the monthly U.S. jobs report showed that wages surged in January, raising concerns about higher inflation. The sell-off continued Monday with the Dow Jones industrial average plunging 1,175 points. Investment...

In case of Ariel v. Ariel, the little Ariel triumphs

February 2, 2018

A federal appeals court in Illinois has reversed a lower court's decision that Florida-based RIA Ariel Capital Advisors had infringed on the trademarks of Chicago-based Ariel Investments, an asset manager. In March, a federal court in Chicago...

Vanguard fund marks down Uber shares

February 2, 2018

Vanguard marked down the investment its U.S. Growth Fund (VWUSX) had made in Uber Technologies Inc. by 15.8% in the fourth quarter — an indication of the problems funds can encounter when dabbling in so-called unicorn technology stocks. For...

The mutual fund men's club needs more women

January 30, 2018

By now we know that having more women on leadership teams enhances businesses. We also know that women have qualities that make them good investors, such as their approach to risk. Why then are there still so few women money managers? The figures...

Wall Street can't derail the move to lower fees

January 30, 2018

The Vanguard Group is bringing down the cost of investing and there's nothing Wall Street can do about it despite its best efforts. Some financial firms are making it more expensive — and in some cases impossible—for their clients to buy...

Morgan Stanley said to be trimming 600 funds from platform

January 29, 2018

Morgan Stanley is whittling down the selection of funds on its platform once again, which could slice as many as 600 products from dozens of fund families from its menu. According to industry newsletter Ignites, Morgan Stanley notified companies...

Orion launches direct indexing

January 29, 2018

Orion Advisor Services is expanding its portfolio accounting technology with a new feature to make it easier for advisers to build portfolios using direct indexing. Direct indexing involves replicating the performance of an index by purchasing...

Fidelity pushes Vanguard to compete on brand in 401(k) plans

January 24, 2018

Fidelity Investments' move to impose an additional fee on Vanguard Group assets is going to test plan sponsors' loyalty to the index-fund giant, according to retirement plan advisers, as employers are forced to choose between sticking with a...

New goal for ETF providers: Help advisers

January 24, 2018

As the ETF industry celebrates its 25th anniversary, exchange-traded fund launches remain strong. But the death toll is rising steadily, and ETF sponsors are focusing more on helping advisers understand their offerings than on pushing new ones...

El-Erian warns advisers on ETF liquidity

January 23, 2018

Mohamed El-Erian, chief economic adviser at Allianz, reiterated his concerns about liquidity in exchange-traded funds. In front of an audience filled with financial advisers during a keynote address at the Inside ETFs conference in Hollywood,...

Buy emerging markets for the growth, not the commodities

January 23, 2018

If you're putting clients into emerging-market ETFs to diversify away from the U.S. markets, you should think about whether your emerging-market fund actually does that. One point to consider: The two largest sectors in the Standard & Poor's...

TD Ameritrade launches all-night trading for ETFs

January 22, 2018

Stock traders who want to pull all-nighters can now do so through TD Ameritrade Holding Corp. The second-biggest discount broker now lets customers buy and sell 12 U.S. exchange-traded funds 24 hours a day on weekdays. Clients in Asia will be...

House panel backs bill to scrap floating prices for money funds

January 22, 2018

The House Financial Services Committee has advanced a bill that would eliminate some of the strictures placed on the $2.8 trillion money market mutual fund industry in the wake of the financial crisis. The legislation, which was opposed by Fidelity...

Are you walking into a TDF trap?

January 22, 2018

Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the average investor's...

Fidelity charging new fee on Vanguard assets held in 401(k) plans

January 22, 2018

Fidelity Investments, the largest record keeper of assets held in defined-contribution plans, has begun charging employers a fee on 401(k) assets held in Vanguard Group investment funds. Starting this year, Fidelity will charge all new 401(k)...

Blockchain ETFs launch after bitcoin rout

January 19, 2018

The mutual fund industry has a long history of rolling out new specialty funds at precisely the wrong time, and the latest round of blockchain funds isn't detracting from that reputation. Bitcoin, the most popular digital currency, saw its value...

Legislation would make it harder for investors to sue mutual funds over high fees

January 17, 2018

[Update: On Jan. 18, the House Financial Services Committee approved the Mutual Fund Litigation Reform Act, 31-25.] Legislation that would make it more difficult for investors to sue mutual fund companies for excessive fees was poised to advance...

A blockchain ETF by any other name smells sweeter to the SEC

January 16, 2018

You can call a blockchain ETF whatever you want – just don't call it "blockchain." Two exchange-traded funds that invest in companies involved in developing the digital technology that underpins cryptocurrency transactions are rushing to tweak...

Bitcoin ETF fast track derailed by SEC liquidity, safety worries

January 16, 2018

The next step in the bitcoin revolution will take a bit longer than some anticipated. The U.S. Securities and Exchange Commission has slammed the brakes on a dozen bitcoin exchange-traded funds and two cryptocurrency mutual funds since Jan....

Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

January 12, 2018

Chicago-based wealth management firm Segall Bryant & Hamill is acquiring Denver-based Denver Investment Advisors, creating a nearly $20 billion investment management and advisory firm. Segall, Bryant & Hammil is a 23-year-old firm with $12.4...

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