Results for "mutual funds & ETFs"

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Ric Edelman looks into the future of financial advice

October 24, 2017

Here are some high notes from Ric Edelman's latest book, "The Truth About Your Future: The Money Guide You Need Now, Later, and Much Later" (Simon & Schuster, 2017). Expect to live longer, work longer, and get more free stuff, says the the executive...

TD Ameritrade triples time before it charges fees on popular ETFs

October 23, 2017

Responding to feedback from financial advisers upset about the removal of some popular ETFs from its no-transaction-fee platform, TD Ameritrade is tripling the amount of time it will allow advisers to continue trading Vanguard and iShares Core...

Favorite fund companies of fee-based advisers

October 23, 2017

Despite the growing trend toward passive, indexed investing, fund companies known for active management topped the list of favorites among a survey of 1,355 fee-based financial advisers. Source: Cogent Reports.

Merrill Lynch fined $45.5 million for failing to report trades

October 23, 2017

Bank of America Corp.'s Merrill Lynch was fined 34.5 million pounds ($45.5 million) for failing to report two years' worth of exchange-traded derivatives transactions, making the bank the first in the U.K. to pay a penalty on that type of trades...

T. Rowe Price steps up its game to serve financial advisers

October 21, 2017

T. Rowe Price rode the no-load revolution of the 1980s and 1990s, spurning brokers, advisers and the sales loads that enticed them. And to this day, the vast bulk of its $938 billion in assets remains in no-load shares. But in the last few years,...

Best performing funds since '87 crash

October 19, 2017

If you started saving 30 years ago, you got a quick education in the worst Mr. Market can dish out. The Dow Jones industrial average plunged 508 points, or 22.61%, the worst one-day crash in history. Those who weren’t scared out of the stock...

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...

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...

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...

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...

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...

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...

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