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Some ETFs, mutual funds invest indirectly in bitcoin

December 12, 2017

Two mutual fund companies own 43% of Bitcoin Investment Trust (GBTC), currently the only fund that invests exclusively in the cryptocurrency. Kinetics Asset Management owns 27.27% of the outstanding shares of Bitcoin Investment Trust, while...

ESG funds boosted by women and millennial investors

December 2, 2017

Women and millennials are responsible for the doubling of ESG assets to $8.1 trillion worldwide since 2014 — and you can expect that trend to continue. The obvious reason: They have more money, said Jordan Farris, head of ETF product development...

Morningstar-WSJ feud gives CFRA opening to challenge bigger rival's methodology

November 30, 2017

In the wake of the big public feud between Morningstar Inc. and the Wall Street Journal, advisers are looking for alternative sources of mutual fund analysis — and at least one firm is promoting its differences with the Chicago-based fund...

Vanguard rolls out actively managed factor ETFs

November 28, 2017

Vanguard announced Tuesday its entry into factor ETFs, a move that's a sharp departure from its index-based exchange-traded funds — and, quite possibly, one designed to appeal to advisers. Vanguard plans to roll out six new factor ETFs next...

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...

CIT interest rising among 401(k) sponsors

November 22, 2017

For over a decade now, pundits have been predicting a mass movement of 401(k) plans away from mutual funds and toward collective investment trusts. Migration numbers have not borne that out — yet. But now, some forecasts suggest the time of...

Trump administration seeks to give boost to 401(k) annuities

October 31, 2017

The Trump administration wants to give a shot in the arm to annuities in 401(k) plans by encouraging rules to make it more palatable for plan sponsors to offer such products. The Treasury Department issued a report calling for the Labor Department...

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...

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,...

Why are investors still flocking to bonds?

October 18, 2017

Life is full of mysteries. Why are cats terrified of cucumbers? Why does your phone suggest you need a chain saw? And why have investors been putting so much money into bond funds? The last question is particularly vexing if you hold the notion...

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. —...

DOL fiduciary rule ups ante for monitoring of 401(k) record keepers

October 4, 2017

The Department of Labor fiduciary rule is changing how retirement plan advisers help their clients monitor record-keeping firms such as Fidelity Investments and Empower Retirement. The regulation, which raises investment-advice standards in...

Advisers discover what investing innovations are coming their way

September 30, 2017

Creative innovations coming out of the investment world will provide financial advisers with outstanding new tools to use with clients in coming years, such as portfolios that mimic a client's personal index. Advisers attending the premiere...

Morningstar backs new retirement calculator

September 11, 2017

Online retirement calculators usually make just enough assumptions to be dangerous. What if you live 10 years longer than you planned for? What if the market tanks? What if you need astronomically expensive round-the-clock health care? The answer...

By the numbers: Section 529 college savings plans

September 9, 2017

Ranked by assets State Program Manager Assets ($M) 1 VA CollegeAmerica American Funds $58,773.50 2 NY New York's 529 Program (direct-sold) Ascensus $21,637.70 3 NH UNIQUE College Investing Plan Fidelity Investments $11,847.40 4 UT Utah Educational...

Yusko of Morgan Creek Capital to build ETF partnership with AdvisorShares

September 6, 2017

Like many active managers, Mark Yusko of Morgan Creek Capital Management has some serious gripes about the rise of exchange-traded funds and the ascendancy of passive investing. And like many of those managers, he's also starting his own ETF...

Rollins Inc. 401(k) participant sues Morningstar, Prudential over alleged RICO violations

August 31, 2017

A participant in a 401(k) plan of Rollins Inc., Atlanta, sued Morningstar and units of Prudential Financial, alleging they violated a federal racketeering law in offering an investment service to plan members. Rollins plan officials and Rollins...

DOL fiduciary rule: Agency says it will come up with new ways to comply during delay period

August 30, 2017

The Labor Department said Wednesday that it will propose new ways for financial advisers to comply with its fiduciary rule during its proposed 18-month delay in the implementation of the measure's second phase. The DOL said that the paused is...

DoubleLine Capital's tale of two Jeffreys

August 29, 2017

It's not easy to outdo your boss, particularly when your boss is Jeffrey Gundlach, the bond savant of DoubleLine Capital. But that's exactly what DoubleLine's other Jeffrey -- the nice Jeffrey -- has been doing lately. Jeffrey Sherman, Gundlach's...

OMB approves proposal for 18-month delay of DOL fiduciary rule's second phase

August 29, 2017

The Office of Management and Budget has approved a proposal to delay for 18 months implementation of the remaining provisions in the Labor Department's fiduciary rule. The OMB made its determination on Monday and posted the decision on its website...

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