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Collective investment trusts getting more attention from 401(k) advisers

June 21, 2017

Mutual funds hold the lion's share of 401(k) assets, but another investment vehicle -— collective investment trusts — are quickly emerging as a contender. Indeed, among the largest 401(k) plans, or those with more than $1 billion in assets,...

Fidelity launches funds that can make RMDs for aging baby boomers

June 12, 2017

Fidelity Investments is hoping to rouse interest in an otherwise sleepy market for managed-payout funds by launching funds that can make required minimum distributions for investors, at a time when the first baby boomers have just started reaching...

DOL fiduciary rule should be improved, not scrapped

June 3, 2017

For better or worse, the Department of Labor's fiduciary rule goes into effect on Friday. Starting that day, any broker or financial adviser offering advice on retirement savings accounts must put the clients' interests first. While we support...

Popularity of index funds and ETFs driving down average costs: Morningstar

May 23, 2017

As assets continue to flow into index mutual funds, ETFs and institutional share classes, investors paid less in fund expenses in 2016 than ever before, said Morningstar, Inc., in its annual fund fee study. The asset-weighted average net expense...

Vermont poised to become latest state to set up retirement plan for small businesses

May 22, 2017

Vermont will likely become the latest state to create a retirement plan for its small businesses, in a play to boost retirement savings by increasing the number of private-sector employees covered by a workplace plan. The Vermont legislature...

Will the fiduciary rule shrink the ever-expanding world of share classes?

May 13, 2017

First there was​ little share class A. Then there were little share classes B and C. Faster than you could say, "The Cat in the Hat," there were little share classes I, N, K, F and Y. Now the fund industry is contemplating unleashing an estimated...

Auto features are helping to fuel 401(k) growth

May 12, 2017

Automation, that demon of American job security, may be the patron saint of retirement savings. The average balance in a 401(k) defined-contribution account at Fidelity Investments hit a record $95,500 in the first quarter, up more than 9% from...

Trump's tax plan could fuel rally in MLP investments

May 11, 2017

If the Trump administration's tax-reform plan gains traction, investors in master limited partnerships could be among the beneficiaries, which means financial advisers might want to start sharpening their pencils for some number crunching. President...

What's really behind the opposition to state auto-IRAs?

May 10, 2017

State auto-IRA programs were dealt a blow last week, when the Senate voted to overturn an Obama-era rule that promoted creation of these retirement plans. President Donald J. Trump is now poised to sign away the Labor Department rule. Observers...

OppenheimerFunds stays uniquely committed to Puerto Rico's muni bonds

May 5, 2017

Puerto Rico's recent bankruptcy filing shines fresh light on the so-called Rochester team at OppenheimerFunds, which has remained stubbornly committed to the U.S. territory even as it has rumbled toward a wall of financial woes. The filing on...

Against the grain, RIAs see upside in active management

May 2, 2017

Despite the multi-year trend of assets moving out of actively managed funds and into passive indexed strategies, financial advisers are far from abandoning active management. "In my opinion, a combination of both active and passive offers the...

Vanguard, iShares dominate ETFs in April

April 25, 2017

If you're an ETF provider, you'd probably like to have one of your products be on the list of the 10 highest asset flows for the year. Good luck with that. So far this year, Vanguard and iShares are the only ETF producers on the list of the...

Even supporters of DOL fiduciary rule call for modifications

April 18, 2017

Even supporters of the Department of Labor's fiduciary rule are still looking to tweak the measure. For instance, the Investment Adviser Association wants the regulation modified so that advisers who are already fiduciaries can promote their...

BlackRock paid CEO Laurence Fink $25.5 million last year

April 14, 2017

BlackRock Inc. CEO Laurence D. Fink received a $25.5 million pay package for 2016 as the company cut employee bonuses for the first time since 2011 and performance in its stock-picking business continued to lag behind peers. Mr. Fink, 64, got...

An insider's view of the inaugural Icons and Innovators luncheon

April 12, 2017

I was honored and grateful to attend the inaugural InvestmentNews Icons and Innovators awards luncheon on April 3 as both a participant and an honoree. I have to confess I felt like the lightweight in the room. The awards luncheon, which took...

Listed funds offer access to private equity with liquidity

April 10, 2017

Investing in private equity can be like diving for pearls: incredibly rewarding, as long as you don't mind exhausting work and large amounts of risk. But a handful of mutual funds can give you exposure to the private equity market without as...

Beware the potential pitfalls of investing in infrastructure funds

April 5, 2017

Infrastructure funds have steamrolled much of their competition this year, and, with the promise of $1 trillion in infrastructure spending under the Trump administration, money has been pouring into the funds. But if your clients bring up the...

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...

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...

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