Results for "mutual funds & ETFs"

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Innovative ETFs struggle to impress investors

February 15, 2018

ETF enthusiasts gathered recently in Hollywood, Florida, for the Inside ETFs conference, the industry's biggest party of the year. By many accounts it was the swankiest celebration yet. And for good reason. When Inside ETFs first convened in...

Infrastructure funds aren't yet feeling the love

February 14, 2018

President Donald J. Trump proposed a $1.5 trillion infrastructure program Monday, which may be one of the worst reasons to buy an infrastructure fund. But there are plenty of other reasons to go down that road — eventually. The infrastructure...

Advisers trying to hide high-fee mutual fund share classes won't fool SEC

February 13, 2018

Investment advisers who have been putting their clients into high-fee mutual fund share classes when less expensive ones are available should consider turning themselves in to the Securities and Exchange Commission. Because if they don't, they're...

Active funds shone during sell-off

February 13, 2018

For years, it's been the same refrain: Don't bail on active management, you'll regret it when the market turns sour. And while the sell-off that ripped through equities this month has been too short to prove anything, early returns suggest there's...

ETF at heart of market turmoil lures record cash

February 12, 2018

You just can't keep a good trade down. The ProShares Short VIX Short-Term Futures fund, which lost more than 80% of its value last Tuesday, took in the most cash on record last week. The product, which goes by the ticker SVXY, was the fifth-most...

Schwab: Lower minimums, uniform pricing for funds boost flows

February 12, 2018

Charles Schwab & Co., which dropped the minimum investment on its funds and ETFs a year ago, has found that the move not only means greater flows from smaller investors, but a surprising uptick in assets from small retirement plans. Since eliminating...

Record $23 billion flees world's largest ETF

February 12, 2018

Investors actively abandoned the world's biggest passive fund during the onset of market mayhem. The SPDR S&P 500 exchange-traded fund (SPY) suffered a record $23.6 billion in outflows last week amid the worst momentum swing in history for the...

SEC offers advisers amnesty to move clients out of high-fee mutual fund share classes

February 12, 2018

The Securities and Exchange Commission on Monday launched an initiative to waive fines against investment advisers who come forward and admit that they had been putting clients into high-fee mutual fund classes and agree to reimburse those clients....

Wall Street can't derail the move to lower fees

January 30, 2018

The Vanguard Group is bringing down the cost of investing and there's nothing Wall Street can do about it despite its best efforts. Some financial firms are making it more expensive — and in some cases impossible—for their clients to buy...

Tiny vol products helped fuel market's slump

February 7, 2018

Two days after a sudden spike in volatility sparked a stock-market crash, market participants are left to ponder the wreckage of the sell-off and the mysterious dynamics that caused it. One theory that's emerging: the curious case of the tail...

How the biggest U.S. stock funds, ETFs fared in the market drop

February 6, 2018

The markets teetered Friday after the monthly U.S. jobs report showed that wages surged in January, raising concerns about higher inflation. The sell-off continued Monday with the Dow Jones industrial average plunging 1,175 points. Investment...

Fidelity halts investor purchases of three volatility-focused ETFs

February 9, 2018

Fidelity Investments is halting investor purchases of three volatility-focused exchange-traded funds to protect customers from outsized risk. The products are: ProShares Short VIX Short-Term Futures, VelocityShares Daily Inverse VIX Short-Term...

Vanguard fund marks down Uber shares

February 2, 2018

Vanguard marked down the investment its U.S. Growth Fund (VWUSX) had made in Uber Technologies Inc. by 15.8% in the fourth quarter — an indication of the problems funds can encounter when dabbling in so-called unicorn technology stocks. For...

Orion launches direct indexing

January 29, 2018

Orion Advisor Services is expanding its portfolio accounting technology with a new feature to make it easier for advisers to build portfolios using direct indexing. Direct indexing involves replicating the performance of an index by purchasing...

Morgan Stanley said to be trimming 600 funds from platform

January 29, 2018

Morgan Stanley is whittling down the selection of funds on its platform once again, which could slice as many as 600 products from dozens of fund families from its menu. According to industry newsletter Ignites, Morgan Stanley notified companies...

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....

New goal for ETF providers: Help advisers

January 24, 2018

As the ETF industry celebrates its 25th anniversary, exchange-traded fund launches remain strong. But the death toll is rising steadily, and ETF sponsors are focusing more on helping advisers understand their offerings than on pushing new ones...

El-Erian warns advisers on ETF liquidity

January 23, 2018

Mohamed El-Erian, chief economic adviser at Allianz, reiterated his concerns about liquidity in exchange-traded funds. In front of an audience filled with financial advisers during a keynote address at the Inside ETFs conference in Hollywood,...

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...

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