Results for "exchange traded products"

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Pimco's active BOND ETF being left in the dust

April 14, 2016

Pimco's much-celebrated Total Return Active ETF (BOND) is being ignored by investors who are opting for better-positioned rival products. It wasn't supposed to be this way. The fund's first-quarter net withdrawals topped $37 million, while the...

New offering will test frozen IPO market

April 14, 2016

The financial markets are closely watching the initial public stock offering by Bats Global Markets, which is being described as the ice-breaker in an IPO market that has been virtually frozen solid this year. The stock exchange operator, which...

Fidelity moves closer to producing smart-beta ETFs

April 13, 2016

Fidelity Investments has taken a step closer to producing smart-beta exchange-traded funds, but it won't say whether it has new funds in the works. The Boston-based fund behemoth filed with the Securities and Exchange Commission on Friday for...

We're just four years from ETFs overtaking mutual funds

April 12, 2016

Meb Faber says ETFs will replace mutual funds, but before that they have to navigate their way onto retirement plan menus. Within four years, ETFs will have more assets than mutual funds. Goldman Sachs ponies up $5B to settle federal and state...

Modern retirement planning means staying aggressive

April 11, 2016

Most financial planning overlooks a key element of modern retirement planning. Boomers don't want the retirement life their parents had; they want to keep growing. Five financial advisers share their thoughts on the DOL fiduciary rule. “What's...

Number of mutual fund share classes boggles the mind

April 10, 2016

As investing becomes more complex, one might assume that the mutual fund industry, representing one of the most user-friendly investment products ever created, would strive to keep it simple. But judging by its innovative use of multiple share...

ValueLine joins other asset managers by embracing liquid alternatives

April 8, 2016

ValueLine Funds is looking to be among the latest asset management shops to jump into liquid alternatives arena with a proposed acquisition of the Alpha Defensive Alternatives Fund (ACDEX) from Alpha Capital Management. If the acquisition is...

Low energy prices taking a toll on MLPs

April 6, 2016

Investors in master limited partnerships should be paying close attention to the restructuring attempts by Linn Energy MLP, because they could mark the start of an ugly precedent for the MLP space. As originally designed, master limited partnerships...

DOL rule silver lining? It may trigger a shift of $1 trillion to ETFs

April 3, 2016

If you hear wailing and the gnashing of teeth, it's probably the financial services industry reacting to the Labor Department's proposed fiduciary rule for retirement accounts. But from time to time, you may also hear giddy laughter, and that's...

SunEdison's hard lesson for renewable-energy investors

March 31, 2016

The spiraling collapse of the once high-flying renewable-energy giant SunEdison (SUNE) is mostly a story about an overly-aggressive growth strategy that saddled the company with more debt than it could handle. But it is also a story about the...

When it comes to ETFs, the rule is the bigger the better

March 30, 2016

When it comes to ETFs, bigger really is better. They tend to be cheaper, more liquid and better constructed. The real problem with active management is the fees. Instead of active v passive, call it cheap v expensive. SunEdison, one of the world's...

SEC derivatives rule could limit investors' ability to diversify portfolios, critics say

March 28, 2016

A Securities and Exchange Commission proposal to curb the use of derivatives in investment funds would crimp investors' ability to diversify their portfolios, according to critics of the regulation. Under the SEC rule, mutual funds, exchange...

Stock buyback plans do little for long-term investors

March 28, 2016

Stubbornly low interest rates and a struggling U.S. economy have left a lot of companies with limited options for growth, which helps explain the continued reliance on stock repurchase plans to push share prices higher. It is a commonly used...

Fidelity research highlights the active-management edge

March 24, 2016

Actively managed fund complexes are sparing no effort to remind investors and financial advisers that, despite the headlines, all actively managed mutual funds are not being crushed by indexed strategies. Fidelity Investments this week updated...

Low expenses the biggest trend in the fund industry, experts say

March 22, 2016

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses. Speaking at the 2016 Thomson Reuters Lipper Alpha Forum Tuesday in New York, a panel of three industry experts...

The full list of 2016 Lipper Fund Awards winners

March 22, 2016

The Thomson Reuters Lipper Fund Awards winners have been announced. You can click here to see the top 3-year, 5-year and 10-year funds across 10 distinct categories. We've also collected the full list of funds honored by Lipper, presented below....

American Funds says low fees, manager ownership can save actively managed funds

March 18, 2016

As the decade-long trend continues of investors pulling money out of actively managed funds in favor of cheaper indexed strategies, American Funds is coming forward with a not-so-subtle reminder that active management still has a place in most...

Morningstar expands access to ESG fund scores for socially conscious investors

March 17, 2016

Morningstar Inc.'s new mutual fund sustainability rankings have been rolled out to the general public, giving individual investors a new tool for determining how well specific funds score when it comes to environmental, social and corporate...

Vanguard raises some expense ratios

March 17, 2016

Mutual fund expense ratios can go up and down — even at Vanguard Group Inc. The company has raised expense ratios on 52 funds in the past six months, although they're still lower than an ant's shoelaces. “With the release of its December...

Smart-beta strategies can help today's investors, but they're not all created equal

March 16, 2016

This is hardly news to a financial adviser audience, but investor needs are diverging. Large demographic shifts toward retirement are creating increased demand for secure income while future obligations are skyrocketing for the young (college...

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