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New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar

April 18, 2017

New mutual-fund share classes being developed as a result of the Department of Labor's looming fiduciary rule will likely save investors at least 0.50% in returns when compared with the current selection, according to a new analysis published...

For Vanguard, a tsunami of money means more employees and lower fees

April 17, 2017

Vanguard, whose name was inspired by an early 18th century British warship, now truly rules the fund industry seas. Over the past three years, Vanguard has sopped up $823 billion in investor funds. That's about 8.5 times the $97 billion in net...

Fees, lawsuits top concerns for defined contribution executives

April 17, 2017

Fees and litigation fears dominate the thinking of defined contribution plan executives and their consultants even though plan costs have come down over the years, according to a new survey by Pacific Investment Management Co., Newport Beach,...

Investors pour into bond funds in March

April 12, 2017

You'd expect that after an eight-year bull market and a massive first-quarter stock rally, investors would be pouring more money into stock funds than bond funds. You'd be wrong. Investors yanked an estimated $5.2 billion from U.S. open-ended...

Brinker Capital rolls out DOL fiduciary rule-friendly funds

April 12, 2017

Brinker Capital, an investment management platform geared toward financial advisers, is jumping on the fiduciary-rule bandwagon by converting $7 billion worth of managed account assets into a family of 10 mutual funds. The Destinations funds,...

Retirement plan advisers should bone up on lifetime income

April 11, 2017

The continuing demise of defined benefit plans and increasing concern about the future of Social Security have dramatically reduced the certainty of retirement income for most Americans. Guaranteed income options in defined-contribution plans...

Record $132 billion flowed into ETFs in first quarter

April 4, 2017

Inflows into exchange-traded funds totaled a record-breaking $132 billion from January through March, beating the previous record of $106 billion set in the fourth quarter of 2016, according to State Street Global Advisors. Inflows of $35.5...

First quarter stock performance soars, though investors pay a high price for it

April 3, 2017

Here's what you need to know about first-quarter mutual fund returns: Large company stocks beat small company stocks, growth trumped value, and international equities bested the home-grown variety. The Standard & Poor's 500 stock index gained...

BlackRock shakes up struggling active stock-picking unit

March 29, 2017

BlackRock Inc., the world's largest asset manager, is shaking up its struggling stock-picking unit by cutting jobs, reorganizing funds and lowering fees. The revamp, which embraces quantitative strategies, moves $8 billion of the $201 billion...

Vanguard shareholders in 15 funds get fee break ​

March 28, 2017

Lower expenses of from one to three basis points in 15 Vanguard mutual funds saved investors $23 million last year, the fund giant said Tuesday. Expenses at seven of the firm's actively managed state municipal bond funds whose fiscal year ended...

Fidelity's RIA business: a strong No. 2 that's working harder

March 26, 2017

Fidelity lost its title as the largest mutual fund manager to archrival Vanguard Group in 2003, and in the race for RIA assets, Fidelity also plays second fiddle — in this case, to Charles Schwab & Co. But if you put all of its businesses...

Remember the tech wreck? For some, the hurting hasn't stopped

March 24, 2017

The technology bubble popped 17 years ago on March 24, 2000. When will the hurting stop? For some investors, the answer is "not any time soon." Consider the Nysa fund (NYSAX), a tiny $1.7 million fund that survived the tech wreck, but just barely....

American Funds clobber Lipper Awards for target-date funds

March 23, 2017

The American Funds added 24 Thomson Reuters Lipper Awards to their trophy case for 2017, while Thrivent and TIAA collected top honors as well. The awards were presented Thursday night at an awards dinner in New York. The American Funds, a longtime...

The full list of 2017 Lipper Fund Awards winners

March 23, 2017

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...

Large advisory shops build custom target-date funds

March 19, 2017

Advisory practices with tens of billions in defined-contribution-plan assets are building custom target-date funds for advisers to use with clients, leveraging their scale to deliver low-cost funds to even the smallest retirement plans and,...

Small funds get less Morningstar attention, says industry watcher

March 17, 2017

Small mutual funds, like small-company stocks, tend to be overlooked. And fund research giant Morningstar is covering fewer of those small funds than it once did, according to David Snowball, whose Mutual Fund Observer provides insights and...

Some active target-date fund managers shine as passive management continues 401(k) onslaught

March 16, 2017

While passive management continued its steady climb in the target-date fund market, a few asset managers with actively-managed TDFs managed to outshine their indexing counterparts in 2016. Target-date fund assets held by passive managers, led...

Investors flee some low-volatility funds — possibly at worst time

March 15, 2017

Low volatility funds saw big inflows last year because they promised to protect investors from big swings in the stock market. Now the tide is turning in the other direction — and possibly at the exact wrong time. Low volatility funds and...

Helping investors keep their footing in shifting sands

March 12, 2017

This is an edited version of a speech given Feb. 24 by Kara M. Stein, commissioner of the Securities and Exchange Commission, at the Practising Law Institute's SEC Speaks conference in Washington, D.C. The markets exist to connect the capital...

Senate panel approves bill to promote ETF research

March 9, 2017

Legislation that would allow for wider distribution of research on exchange-traded funds advanced in the Senate on Thursday. The Senate Banking Committee approved the measure, the Fair Access to Investment Research Act of 2017, by a voice vote....

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