Mutual Funds

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MUTUAL FUNDS OCT 26, 2017
Advisers: Morningstar's star ratings not much use, but clients love them

Professionals say the WSJ article's point isn't exactly new, but that fund companies might be misleading investors by using the ratings in ads.

By John Waggoner
MUTUAL FUNDS OCT 26, 2017
ETF issuers have new competitor for USAA's $5.5 billion investment: USAA itself

Pressure is now on rival funds to offer strategies the firm can't find at home.

By Bloomberg
MUTUAL FUNDS OCT 26, 2017
Are Morningstar's ratings a good guide to mutual funds?

A Wall Street Journal article argues that the company's fund ratings have no predictive power.

By Matt Levine
Advisers can harvest a surprising amount of tax losses for clients this year
MUTUAL FUNDS OCT 25, 2017
Advisers can harvest a surprising amount of tax losses for clients this year

Despite the huge market run-up, there are still plenty of areas from which to harvest losses.

By John Waggoner
MUTUAL FUNDS OCT 25, 2017
These fund categories are lagging in the bull run

Energy, real estate and small-cap value funds have struggled this year compared to other categories.

By John Waggoner
MUTUAL FUNDS OCT 24, 2017
BlackRock wants ETF rule to help competition

Removing impediments for potential issuers creates a bigger market, and perhaps more assets for BlackRock.

By Bloomberg
ETFS OCT 23, 2017
Merrill Lynch fined $45.5 million for failing to report trades

Bank of America unit omitted two years' worth of transactions, incurring a U.K. penalty under European markets regulations.

By Bloomberg
MUTUAL FUNDS OCT 23, 2017
TD Ameritrade triples time before it charges fees on popular ETFs

Extending free trading of Vanguard and iShare ETFs to January.

By Jeff Benjamin
RIA NEWS OCT 21, 2017
T. Rowe Price steps up its game to serve financial advisers

The Baltimore-based mutual fund giant is more aggressively targeting financial advisers with a beefed-up wholesale crew and placement on custodial platforms.

By John Waggoner
State Street cuts fees, renames 15 ETFs
MUTUAL FUNDS OCT 19, 2017
State Street cuts fees, renames 15 ETFs

Reductions range from 5 basis points to 48.

By InvestmentNews
FINTECH OCT 18, 2017
EquBot launching first ever ETF to use artificial intelligence

The program will parse regulatory filings and more than a million news stories to establish a portfolio of 30 to 70 stocks.

By Bloomberg
Trump-inspired funds bring political twist to ETF market
MUTUAL FUNDS OCT 18, 2017
Trump-inspired funds bring political twist to ETF market

The actively managed EventShares funds aim to track Republican, Democratic policies.

By Bloomberg
MUTUAL FUNDS OCT 16, 2017
State Street cuts fees, renames 15 ETFs

Reductions range from five to 48 basis points and three funds will track new indexes.

By InvestmentNews
MUTUAL FUNDS OCT 16, 2017
TD Ameritrade to bolster lineup of commission-free ETFs

TD Ameritrade has expanded its commission-free exchange-traded funds platform to 296 from 100, effective Oct. 17.

By InvestmentNews
ETFS OCT 12, 2017
DOL fiduciary rule, along with two other regs, could be a boon for ETFs

Passive investments, already eating away at active managers' assets, are getting another boost.

By Bloomberg
MUTUAL FUNDS OCT 11, 2017
Smart-beta ETFs take in billions in new assets

So far this year, such funds have garnered $37.6 billion in net new cash

By John Waggoner
FINTECH OCT 10, 2017
Oranj launches 'free' financial platform as way to lower client costs

MAX platform offers access to products from BlackRock, Morningstar, Direxion and others.

By InvestmentNews
MUTUAL FUNDS OCT 06, 2017
Pimco and Goldman lead push for bond ETF flexibility

Approval for global bond-linked index funds would put them on same footing as ETF pioneers Vanguard and BlackRock.

By Bloomberg
MUTUAL FUNDS OCT 06, 2017
Look for big improvement in funds' 10-year record

Bear market marches into history, making funds that survived the decade seem great on paper.

By John Waggoner
MUTUAL FUNDS OCT 05, 2017
How investors can leverage tax alpha to increase returns and savings

Don't scoff at the potential to add 100 basis points in value per year.

By Brandon Thomas