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Trump-inspired funds bring political twist to ETF market

October 18, 2017

Politics is always a gamble — and a couple of new exchange-traded funds are letting investors put real money on it. Active Weighting Advisors launched two ETFs under the EventShares brand that seek to provide exposure to political and policy-driven...

EquBot launching first ever ETF to use artificial intelligence

October 18, 2017

As if active portfolio managers didn't have enough challenges from computer-driven passive investing strategies, now machines are directly horning in on their territory. San Francisco-based EquBot is launching the first ever exchange-traded...

TD Ameritrade to bolster lineup of commission-free ETFs

October 16, 2017

TD Ameritrade has expanded its commission-free exchange-traded funds platform to 296 from 100, effective Oct. 17. The participating ETF providers are AGFiQ QuantShares, First Trust Portfolios, iShares ETFs, J.P. Morgan Asset Management, PowerShares...

State Street cuts fees, renames 15 ETFs

October 16, 2017

State Street Global Advisors has lowered the expense ratio of 15 of its exchange-traded funds – one by 48 basis points – and renamed them SPDR Portfolio ETFs. Three of the funds will track new indexes, SSGA said in a release. Expense ratios...

9 ghoulish funds and how they met their demise

October 12, 2017

These doomed mutual funds offered no treats as they slashed investors' accounts. Click through to view 10 scary investments that mostly went to the mutual fund graveyard and left shareholders feeling ghastly.

DOL fiduciary rule, along with two other regs, could be a boon for ETFs

October 12, 2017

Three rules will make exchange-traded funds more accessible to new types of investors. In the U.S., the fiduciary duty and new insurance guidelines will enable retirement savers and insurers to raise their exposure to ETFs. In Europe, the Markets...

Smart-beta ETFs take in billions in new assets

October 11, 2017

Smart-beta ETFs, which combine the low costs of indexing with rules-based investing, continue to attract billions in new assets as the stock market climbs. So far this year, smart-beta ETFs — called "strategic beta" by Morningstar Inc. —...

Oranj launches 'free' financial platform as way to lower client costs

October 10, 2017

Software provider Oranj has introduced a wealth management tool that it says can help reduce product and technology fees paid by investors. Dubbed MAX — for manage, advise and experience — the software will be made available to advisers...

Look for big improvement in funds' 10-year record

October 6, 2017

The next two years are going to be wonderful for a stock fund's 10-year record. The worst bear market since the Great Depression started ten years ago, on Oct. 9, 2007, with the Standard & Poor's 500 stock index at 1,565.15. When it ended, on...

Pimco and Goldman lead push for bond ETF flexibility

October 6, 2017

Goldman Sachs Group Inc. and Pacific Investment Management Co. are leading a push for equal rights when it comes to running index funds tied to the global bond market. Pimco and Goldman are joined by OppenheimerFunds and Nuveen Fund Advisors...

How investors can leverage tax alpha to increase returns and savings

October 5, 2017

Benjamin Franklin astutely observed in 1789 that "…in this world nothing can be said to be certain, except death and taxes," but investors can use the latter to their advantage to potentially increase the value of their portfolios. There is...

10 top performing mutual funds and ETFs for the 3rd quarter of 2017

October 2, 2017

The bull market charged ahead in the third quarter, tacking on a 4.48% gain to the Standard & Poor’s 500 stock index. Year-to-date gain: 14.2%. Some funds trampled the S&P 500 in this period. Here are 10 top-performing funds and ETFs for the...

Highland to convert open-end fund to closed-end

September 29, 2017

You've probably heard of closed-end mutual funds converting to open-end funds. But Highland Floating Rate Opportunities Fund (HFRAX) is hoping to go in the other direction, thanks to a potentially massive legal settlement it's expecting from...

House sends safe harbor ETF bill to Trump

September 28, 2017

The U.S. House of Representatives passed the Senate's version of the Fair Access to Investment Research Act of 2017, which would let brokers produce exchange-traded-fund analyses without the reports being considered a sales offer. The bill now...

10 largest mutual fund companies by assets

September 28, 2017

The mutual fund industry currently has $17.7 trillion in assets, $10.1 trillion of which is in 10 companies. Here’s a look at the giants of a giant industry. Asset figures are as of July 2017 from the Investment Company Institute, the funds’...

Invesco to buy Guggenheim's ETF business

September 27, 2017

Invesco Ltd. has agreed to purchase Guggenheim Partners' ETF business in a $1.2 billion deal that will be announced Thursday, according to sources with knowledge of the deal. Invesco will acquire Guggenheim's suite of 79 ETFs, which have $37...

Active managers still losing to indexes

September 25, 2017

Index funds are still beating actively managed funds like a piñata at a 10-year-old's birthday party, according to Standard & Poor's. But the American Funds says advisers can avoid some truly awful funds with a few simple, additional screens....

Sallie Krawcheck wants Ellevest to change the way women save for retirement

September 18, 2017

Women's careers are different from men's, and their retirement planning should be, too, is Sallie Krawcheck's pitch. Now Krawcheck, one of the top women on Wall Street, has closed a hefty new round of funding for her startup robo-adviser, Ellevest....

These funds have the highest Sharpe ratios

September 15, 2017

Nobel Prize winner William Sharpe developed the Sharpe index as a way to determine risk-adjusted portfolio returns. It uses excess return and standard deviation to determine reward per unit of risk. The higher the Sharpe ratio, the better the...

SEC fines SunTrust for recommending higher-cost fund shares

September 14, 2017

The Securities and Exchange Commission has charged a unit of SunTrust Banks with improperly recommending more expensive share classes of various mutual funds when cheaper shares of the same funds were available, costing investors more than $1.1...

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