Investing

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ETrade adds 32 Vanguard ETFs to its no-transaction-fee platform
ETFS JUN 20, 2018
ETrade adds 32 Vanguard ETFs to its no-transaction-fee platform

Also adds ETFs from iShares, Direxion and others

By John Waggoner
MetLife, Brighthouse sued for $500 million over missing pensioners
RETIREMENT PLANNING JUN 20, 2018
MetLife, Brighthouse sued for $500 million over missing pensioners

Lawsuit claims insurers 'betrayed' thousands of pension plan participants and beneficiaries.

By Greg Iacurci
Mutual funds feel the pinch of platform fees
MUTUAL FUNDS JUN 20, 2018
Mutual funds feel the pinch of platform fees

No-transaction-fee options are a big hit with investors, but funds wind up paying the costs — and passing them on.

By John Waggoner
Vanguard research reframes retiree health care as annual expense
RETIREMENT PLANNING JUN 19, 2018
Vanguard research reframes retiree health care as annual expense

Says viewing health costs as a staggering lump sum impedes action and planning.

By Bloomberg
Younger millionaires want advice on cryptocurrency
ALTERNATIVES JUN 19, 2018
Younger millionaires want advice on cryptocurrency

More than 70% of those under 40 want their wealth managers to discuss the subject.

By Bloomberg
BlackRock to close 16 smart-beta, multifactor ETFs
ETFS JUN 19, 2018
BlackRock to close 16 smart-beta, multifactor ETFs

Closures occur as the company puts more emphasis on factor investing.

By Bloomberg
Trump administration will let small businesses offer cheaper health plans
RETIREMENT PLANNING JUN 19, 2018
Trump administration will let small businesses offer cheaper health plans

Association health plans would lack some of the protections required under Obamacare.

By Bloomberg
401(k) fund fees continue to fall
RETIREMENT PLANNING JUN 19, 2018
401(k) fund fees continue to fall

Equity and bond fund fees down more than 45% from the early 2000s.

By Greg Iacurci
Small-cap stocks unfazed by trade tensions
MUTUAL FUNDS JUN 19, 2018
Small-cap stocks unfazed by trade tensions

But an all-out trade war could change everything

By John Waggoner
Should investment advisers be put on a pedestal when it comes to advice standards?
MUTUAL FUNDS JUN 19, 2018
Should investment advisers be put on a pedestal when it comes to advice standards?

Former SEC chairwoman Elisse Walter says their fiduciary duty is largely about disclosing conflicts, not eliminating them.

By Mark Schoeff Jr.
LPL rolls out blockchain separately managed account
ALTERNATIVES JUN 18, 2018
LPL rolls out blockchain separately managed account

Separately managed account invests in stocks of companies that use the distributed ledger system.

By John Waggoner
RETIREMENT PLANNING JUN 15, 2018
Fidelity cuts target-date fund fees

Competition is heating up among asset managers.

By Bloomberg
MUTUAL FUNDS JUN 14, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUN 14, 2018
Driverless cars may cut traffic jams, but not insurance premiums

A handful of fatal accidents involving autonomous vehicles suggest car insurance will evolve, rather than go away.

By Bloomberg
ETFS JUN 14, 2018
Fidelity hedges the Fed by expanding into factor-based bond ETFs

High-yield and low-duration strategies will seek specific investment outcomes.

By Jeff Benjamin
RETIREMENT PLANNING JUN 14, 2018
Guaranteed retirement income campaign launched

Industry coalition seeks to educate the public and advisers about the value of annuities.

By Mary Beth Franklin
MUTUAL FUNDS JUN 12, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

By Bloomberg
ALTERNATIVES JUN 12, 2018
Former Schorsch REIT reaches $90 million settlement with Vanguard

The mutual fund giant was the largest shareholder of American Realty Capital Properties Inc. when it reported inflated financial results because of a $23 million accounting mistake.

By Bruce Kelly
MUTUAL FUNDS JUN 12, 2018
ETF fans, bulls versus bears, and booth people

Mellody Hobson of Ariel Investments was among the speakers at the conference.

By John Waggoner
ETFS JUN 12, 2018
Advisers seek guidance on ETFs

Their questions involve how to fit exchange-traded funds into portfolios.

By John Waggoner