Results for "mutual funds & ETFs"

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Insiders may not have as much investing savvy as you think

November 22, 2017

If you were to make broad generalizations about CEOs based on their portraits in annual reports, you'd assume they were all wise titans of business who spend most of their time with their arms crossed, peering into the distance. You might also...

Are Morningstar's ratings a good guide to mutual funds?

October 26, 2017

Stars. "I enquire now as to the genesis of a philologist and assert the following," Friedrich Nietzsche wrote (and Donna Tartt quoted). "1. A young man cannot possibly know what Greeks and Romans are. 2. He does not know whether he is suited...

Wells Fargo launches hybrid robo-adviser

November 6, 2017

Wells Fargo officially got into the digital advice market on Monday with the launch of Intuitive Investor, the bank's new hybrid robo-adviser. The offering combines digital access to a portfolio of ETFs designed by the Wells Fargo Investment...

10 funds that doubled in price this year

October 24, 2017

The best way to double your money in a hurry is to fold it in half and put it in your wallet. All joking aside, these 10 funds have doubled investors' cash this year, vs. 16.88% for the Standard & Poor’s 500 stock index. Risky? You bet. Here...

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.

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...

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...

Brace clients for a big capital gains season

November 2, 2017

Brace yourself – and your clients – for big capital gains distributions this year. The number of funds with estimated distributions of 10% or more of their share price have already passed the 2016 mark, says Mark Wilson, CEO of Mile Wealth...

ETF issuers have new competitor for USAA's $5.5 billion investment: USAA itself

October 26, 2017

BlackRock Inc., Vanguard Group and Goldman Sachs Group Inc. have a new competitor for the $5.5 billion that United Services Automobile Association has invested in exchange-traded funds: USAA itself. The San Antonio-based insurance and financial...

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.

SEC penalizes UBS $3.5 million for overcharging on funds

October 30, 2017

UBS Financial Services Inc. has agreed to a cease-and-desist order, a censure and a civil penalty of $3.5 million in connection with charges that it failed to provide certain clients with the lowest-cost fund choices to which they were entitled....

Advisers: Morningstar's star ratings not much use, but clients love them

October 26, 2017

Investment advisers reacted to the Wall Street Journal's attack on Morningstar's star ratings with a single question: Why would you use measures of past performance to choose a mutual fund? The Journal's piece, The Morningstar Mirage, looked...

Advisers can harvest a surprising amount of tax losses for clients this year

October 25, 2017

It's harvest season: Time to boot the losers from your clients' portfolios and reap the tax benefits. And surprisingly, there's a bountiful harvest of losers to cull in this bull market year. Financial advisers aren't expected to be good farmers,...

These fund categories are lagging in the bull run

October 25, 2017

You're supposed to buy low and sell high. How does that work for mutual funds and ETFs? It's a starting point, not a strategy. Last year's stock laggards have become this year's leaders. Funds that invest in India, for example, gained just 0.65%...

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...

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...

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. —...

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...

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...

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...

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