Displaying 2672 results
ETFs set another record in race to take over mutual funds
In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.
Capital Group, Federated plant flags in ETF land
Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.
Vanguard plants flag in China with active equity fund
In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.
On inflation, advisers hope for the best, prepare for the worst
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.
Robo-advisers brace portfolios for rising inflation
As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.
Breathing new life into old-school 60/40 models
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
Mutual fund investors brace for hefty capital gains taxes
As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.
Stock market continues climb, but ride could get bumpier: Bob Doll
'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.
Dirty energy rides performance wave as flip side of ESG
A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.
Motley Fool to convert its mutual funds into ETFs
The two mutual funds that combine for more than $1 billion in assets will be transformed into an ETF later this year. Bloomberg Intelligence expects $1 trillion worth of such switches to take place over the next 10 years.
Fidelity opens adviser access to fractional shares
Two years after making fractional shares available to retail investors, Fidelity is responding to demand from advisers to work with smaller accounts and further customize portfolios.
Don’t worry about inflation, but do prepare for it
Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.
ESG loyalty will be tested as performance starts to lag
A report shows that the ESG investment category 'got lucky' by benefiting from high-profile climate disasters.
Vanguard robo-adviser to offer active mutual funds
The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
Capital Group launches new ETFs, but without American Funds name
Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.
Federated enters ETF market with 2 active bond funds
The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.
Direct indexing emerges as must-have tool for tax management, ESG investing
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
SEC’s Gensler issues warning about stock tokens
The SEC chairman made it clear that digital assets that mirror the performance of Amazon.com, Tesla and other well-known companies are probably still covered by U.S. securities laws.
Stocks sink as virus worries fuel flight to safety
In a reversal of the reopening trade that has powered this year's equity rally, cyclical companies bore the brunt of Monday's sell-off.
Citigroup debuts no-fee stock trading
The bank's new offering puts it into competition with robo-advisers, discount brokerages and some big-bank peers.
