Results for "mutual funds & ETFs"

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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...

Energy funds rally sharply

January 12, 2018

As the Standard & Poor's 500 soars higher, there's another bull market bubbling up: Crude oil. Black gold. Texas tea. But before you sell the shack and move to Beverly Hills, keep in mind there's a whole lot of oil still in the ground and offshore,...

Take Five: Matt Hougan, Inside ETFs CEO predicts another record year for inflows

January 9, 2018

Matt Hougan is CEO of Inside ETFs, a division of Informa PLC, and one of the driving forces behind some of the world's largest ETF conferences and webinars. InvestmentNews senior columnist John Waggoner spoke with Mr. Hougan on the growth in...

10 trends hitting financial advisers this year

January 9, 2018

Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At...

Dividend hikes in the air

January 4, 2018

Funds that focus on dividends were laggards last year. Will they return to investor favor this year? Quite possibly, given a boost from tax reform and investor worries about an overheated market. First, let's clarify. Most dividend funds didn't...

ETF assets boom in 2017

January 3, 2018

Investors aren't the only ones happy about 2017 returns. ETF sponsors are doing a happy dance, too. Net ETF issuance jumped to an estimated $473.2 billion last year, up 67% from $282.2 billion in 2016, according to the Investment Company Institute,...

Don't overlook funds that lagged S&P 500 in 2017

December 29, 2017

Looking for a new fund in a year when the Standard & Poor's 500 has soared more than 20% can be a bit like trying to beat your old speed record on Pallbearer's Peak after a night of drinking at the ski lodge. Sometimes it's better to look for...

RIAs hedge market risk with actively managed funds

December 28, 2017

As the stock market closes in on a solid 22% gain for the year, marking a near-300% gain from the 2009 low point, a growing chorus of financial advisers are citing actively managed strategies as a reasonable hedge at this point in the market...

Some fund managers see heavy outflows despite solid performance gains

December 27, 2017

In the list of "Really unpopular occupations of 2017," active mutual fund managers rank somewhere below journalists and gravel sorters. Want an example? Consider Fidelity Contrafund (FCNTX), run by Will Danoff since 1990. The fund is up 32.5%...

4 questions to ask before doing a 401(k) plan re-enrollment

December 22, 2017

Having a process to help plan sponsors with 401(k) plan re-enrollments is becoming table stakes for retirement plan advisers. Employers do re-enrollments to make sure plan participants have appropriate asset allocations and savings rates. During...

Faith-based funds shine in 2017

December 22, 2017

It's been a ho-ho-holy year for investors in some faith-based funds. Morningstar lists dozens of funds that base their investments not only on what their managers think will fare well, but where their faith leads them. The three top-performing...

Outlook 2018: Fund companies weigh in

December 21, 2017

2017 will go down in history as a very good year for stock investors. The S&P 500 index soared 21%, including reinvested dividends, and the MSCI EAFE international index jumped 22%. Even bonds eked out some gains, despite an increasingly hawkish...

Two more bitcoin ETFs test luck with SEC

December 20, 2017

Another two bitcoin ETFs are gunning to win the approval of a regulator that's so far been skeptical of derivatives based on digital currency. Cboe Global Markets Inc. asked the U.S. Securities and Exchange Commission for permission to list...

Morningstar sells Broadridge its board consulting services business

December 20, 2017

Morningstar Inc. has agreed to sell its board consulting services business to Broadridge Financial Solutions. The deal, which was announced Tuesday after the close of the stock market, is described as a way to expand the services that Broadridge...

Political ETFs have fair share of haters

December 20, 2017

Money managers have already tried to sell people exchange-traded funds linked to booze and over-eating. So it probably shouldn't come as a shock that they're moving on to an even touchier region of the American psyche — politics. Believe it...

ESG investing: Assessing the 'E,' 'S' and 'G'

December 19, 2017

During the holiday season, we like to turn our thoughts to good things: Puppies, charities and gift-wrapped Ferraris 488 GTBs. We may also turn our attention to investments that concentrate on a company's environmental, social and governance...

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