Mutual Funds

Displaying 5353 results
Active equity funds bled $41.4 billion in 2019: Morningstar
MUTUAL FUNDS JAN 17, 2020
Active equity funds bled $41.4 billion in 2019: Morningstar

In sixth straight year of net inflows, passive funds pulled in $162.8 billion

By InvestmentNews
Advisers continue to increase allocations to ETFs, study finds
MUTUAL FUNDS JAN 15, 2020
Advisers continue to increase allocations to ETFs, study finds

RIAs, younger advisers heaviest users of exchange-traded funds, says Broadridge

By InvestmentNews
WisdomTree adds blockchain infrastructure to ETF ecosystem
FINTECH JAN 14, 2020
WisdomTree adds blockchain infrastructure to ETF ecosystem

The asset manager led a $17.65 million round of funding in tech startup Securrency

By Ryan W. Neal
BlackRock puts climate at center of $7 trillion strategy
RIA NEWS JAN 14, 2020
BlackRock puts climate at center of $7 trillion strategy

Changes outlined in CEO Larry Fink's annual letter include doubling BlackRock's lineup of sustainable ETFs

By Bloomberg
Finra probes brokerage bank sweep accounts as commissions dwindle
INDEPENDENT BROKER DEALERS JAN 13, 2020
Finra probes brokerage bank sweep accounts as commissions dwindle

Expert: Interest rate discussions with clients ‘can be problematic’

By Mark Schoeff Jr.
Outlook on ETFs
MUTUAL FUNDS JAN 13, 2020
Outlook on ETFs

A weekly video produced by InvestmentNews on U.S. investing trends

By InvestmentNews
Time to check under the hood of that index fund
EQUITIES JAN 10, 2020
Time to check under the hood of that index fund

Here's one more reason to avoid picking a fund based on past performance

By Jeff Benjamin
Brand-name loyalty is not always the best investment strategy
MUTUAL FUNDS JAN 10, 2020
Brand-name loyalty is not always the best investment strategy

Advisers are too focused on the largest and most popular fund companies, according to Cerulli research

By Jeff Benjamin
Bond ETFs come of age
ETFS JAN 09, 2020
Bond ETFs come of age

The $150 billion that flowed into bond exchange-traded funds in 2019 herald a new order

By Bloomberg
SEC won’t offer any grace period for Reg BI compliance
RIA NEWS JAN 07, 2020
SEC won’t offer any grace period for Reg BI compliance

In its annual examination priorities letter, the agency also shows it is once again targeting fee disclosure

By Mark Schoeff Jr.
Controversial dual-class stocks get their own ETF
EQUITIES JAN 06, 2020
Controversial dual-class stocks get their own ETF

Exchange Traded Concepts will offer a fund that tracks companies that issue at least two types of shares

By Bloomberg
Vanguard eliminates trading fees for stocks and options
EQUITIES JAN 02, 2020
Vanguard eliminates trading fees for stocks and options

The move brings the low-cost asset manager up to speed with the likes of Schwab, TD Ameritrade, Fidelity and ETrade

By Jeff Benjamin
T. Rowe Price has a $1 trillion answer to claims stock-picking is dead
RETIREMENT PLANNING DEC 26, 2019
T. Rowe Price has a $1 trillion answer to claims stock-picking is dead

The asset manager’s focus on stock funds in retirement accounts has helped it flourish as peers have struggled

By Bloomberg
Robinhood finally launches cash management service
FINTECH DEC 12, 2019
Robinhood finally launches cash management service

Startup has spent the past 12 months retooling the product after a botched launch.

By Bloomberg
SEC proposes tougher sales rule for exchange-traded products
MUTUAL FUNDS NOV 26, 2019
SEC proposes tougher sales rule for exchange-traded products

The agency, concerned about consumer protection, says clients need a baseline understanding of product risk

By Greg Iacurci
ETFs that hide their holdings get a green light
MUTUAL FUNDS NOV 15, 2019
ETFs that hide their holdings get a green light

The SEC plans to approve active nontransparent ETFs from T. Rowe Price, Natixis, Fidelity and Blue Tractor

By Bloomberg
The key to avoiding mutual fund capital gains distributions
MUTUAL FUNDS OCT 22, 2019
The key to avoiding mutual fund capital gains distributions

Some strategies work better than others, but low portfolio turnover is a good predictor of potential tax consequences.

By Jeff Benjamin
Gold ETFs post longest run in a decade
ALTERNATIVES OCT 09, 2019
Gold ETFs post longest run in a decade

Bullion has rallied 18% so far this year as the trade war threatens global growth.

By Bloomberg
SoFi refunds investors for tax hit caused by proprietary ETFs
FINTECH SEP 23, 2019
SoFi refunds investors for tax hit caused by proprietary ETFs

Action reminds one expert of SEC requirement regarding improper share classes.

By Ryan W. Neal
5 misimpressions drive baseless warnings for mutual fund industry
MUTUAL FUNDS SEP 23, 2019
5 misimpressions drive baseless warnings for mutual fund industry

Mutual fund industry tipping point spurs fear mongering about its supposed implications.

By Sean Collins