Results for "mutual funds & ETFs"

Displaying 2,166 results

Sort: Date | Relevance

Author:

UBS plans to cut 840 funds from its platform

March 14, 2018

Following an emerging pattern among wirehouses, UBS Wealth Management plans to trim the number of mutual funds listed on the platform advisers use to select investments for clients. The move, described by UBS sources familiar with the strategy...

How advisers can hold on to their clients despite Vanguard's broadening reach

March 13, 2018

During a February speech, Vanguard CEO Tim Buckley said 58% of most advisers' work could eventually be done by computers. This would force a significant change in pricing for most in the industry. Shortly thereafter, Vanguard announced it would...

BlackRock's lowest-cost ETFs win almost half of U.S. inflows

March 13, 2018

A whopping 44% of all flows into U.S.-listed ETFs this year has gone to four low-cost funds from BlackRock Inc. At the top is the iShares Core MSCI EAFE ETF (IEFA), which has taken in $13.7 billion since Jan. 1, according to data compiled by...

Top tech-tracking ETF attracts $616 million in one day

March 9, 2018

The tech bet is back. At least that seems to be the case for buyers of exchange-traded funds. Investors just poured heaps of cash into the $21 billion Technology Select Sector SPDR Fund, the largest ETF globally tracking stocks of technology...

Vanguard crushed active investing. Now it could save it

March 9, 2018

Indexing pioneer Vanguard Group may be stock pickers' last hope. Investors are increasingly turning their stock picking over to computers. So-called smart beta exchange-traded funds track indexes that replicate traditional styles of active management,...

Gender of fund manager makes no difference in performance, Morningstar says

March 8, 2018

In "My Fair Lady," Prof. Henry Higgins famously turns to song to ask, "Why can't a woman be more like a man?" Using its vast troves of data, Morningstar Inc. has answered that question — at least as far as fund manager performance is concerned...

Trump tariffs might not mean much for portfolios now

March 7, 2018

The stock market had a tariff tantrum last week in the wake of President Donald J. Trump's announcement of new tariffs on imported steel and aluminum. The tantrum resumed Wednesday after the resignation of Gary Cohn, the president's chief economic...

Vanguard extends TDF dominance with 'unbelievable' growth

March 6, 2018

Vanguard Group has extended its grip on the target-date-fund market over the past few years, as attention to low costs and passive management continues to offer substantial tailwinds for the fund giant. Vanguard controlled $623 billion in total...

Fidelity names two execs to head $1 trillion equity division

March 6, 2018

Fidelity Investments has named Tim Cohen and Pam Holding to run its nearly $1 trillion equity division, replacing Brian Hogan, who moved to a different unit in January. The move fuels the rumors that Fidelity is moving toward a more team-based...

Morningstar embraces artificial intelligence for fund ratings

March 5, 2018

Morningstar Inc., in an effort to increase the number of funds and ETFs it rates, rolled out new quantitative ratings Monday that will cover more than 10,000 funds and ETFs. The new quantitative ratings use machine learning and artificial intelligence...

International ETFs ready for takeoff

March 3, 2018

When investor demand​ meets a hot market — as international ETFs are experiencing today — you'd expect the industry to roll out new products like a World War II assembly line. While that hasn't happened yet, the rally in international...

Smart-beta ETFs are hot for teachers

February 28, 2018

An unlikely superstar is emerging in the battle for ETF supremacy: the professor. Over the last six months, the $3.6 trillion U.S. exchange-traded fund industry has plucked several prominent academics out of the classroom and put them on the...

Ameriprise hit with enforcement action over expensive share classes

February 28, 2018

Ameriprise is the latest financial firm to run afoul of the Securities and Exchange Commission for selling expensive mutual fund share classes to clients when more affordable options in the same fund were available. The SEC announced Wednesday...

Fidelity unlikely to scrap star system

February 28, 2018

Fidelity Investments has been moving toward a team-managed approach for more than a decade, and it's a move advisers applaud — even if they are doubtful that the Boston-based fund giant will ever ditch its star system entirely. According to...

Lipper awards: Vanguard the new victor

February 27, 2018

In terms of pure weight, no fund company collected more iron at this year's Thomson Reuters Lipper Awards than The Vanguard Group. The Tuesday evening award ceremony in New York saw the Malvern, Pa.-based fund complex capture 29 trophies by...

Passive becomes the new active

February 27, 2018

Passive has gotten so large that it's killed everything in its path — including itself. Welcome to the "passive singularity." There are now so many indexes that putting your money in an index-tracking fund is a move requiring an active decision,...

Full list of 2018 Lipper Fund Awards winners

February 27, 2018

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Fidelity may rein in star stock pickers

February 26, 2018

In a sign of the growing emphasis by companies to eliminate workplace harassment, Fidelity Investments said it is considering reorganizing its mutual fund management operations in a way that would deemphasize stock-picking star managers and...

Worried about rising rates? These ETFs may offer limited value

February 26, 2018

If you were to meet an alien from newly discovered exoplanet Ross 128 b, the one thing he's likely to know about Earth is that interest rates are rising. But would he know how to invest in a rising-rate environment? Probably not. He wouldn't...

Is the REIT sell-off over?

February 23, 2018

If you're a homeowner, you know that even though they aren't making any more real estate, property values sometimes act as if they are churning out new continents from time to time. This is one of them. Does this mean real estate is undervalued?...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 ... 109

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.