Mutual Funds

Displaying 5357 results
MUTUAL FUNDS SEP 29, 2017
Highland to convert open-end fund to closed-end

By John Waggoner
MUTUAL FUNDS SEP 28, 2017
House sends safe harbor ETF bill to Trump

Legislation would allow brokerages to produce fund reports not classified as sales offers.

By John Waggoner
MUTUAL FUNDS SEP 27, 2017
Invesco to buy Guggenheim's ETF business

$1.2 billion deal rounds out Invesco offerings and lets Guggenheim focus on mutual funds.

By John Waggoner
MUTUAL FUNDS SEP 25, 2017
Active managers still losing to indexes

But American Funds proposes two rules to increase advisers' odds of choosing a winner.

By John Waggoner
Sallie Krawcheck wants Ellevest to change the way women save for retirement
FINTECH SEP 18, 2017
Sallie Krawcheck wants Ellevest to change the way women save for retirement

The former wealth management executive's startup robo-adviser tailors portfolios to women's distinct career paths.

By Bloomberg
MUTUAL FUNDS SEP 14, 2017
SEC fines SunTrust for recommending higher-cost fund shares

Using institutional shares would have saved investors $1.1 million, agency says.

By InvestmentNews
MUTUAL FUNDS SEP 13, 2017
iShares dominating ETF inflows for 2017

Vanguard is in second place, with all other competitors falling far behind.

By John Waggoner
EQUITIES SEP 11, 2017
Bull market leaves these stock fund categories behind

Small-cap, mid-cap and value funds have lagged the S&P 500.

By John Waggoner
MUTUAL FUNDS SEP 08, 2017
Irma wreaks havoc on mutual funds even before it reaches Florida

By Bloomberg
ETFS SEP 08, 2017
Morningstar ETF conference: Momentum, Bitcoin and Selena Gomez

And millennials' love of ETFs continues to grow

By John Waggoner
MUTUAL FUNDS SEP 07, 2017
Vanguard's Joe Davis: Automation of jobs is trend that will define our lifetimes

Forty-seven percent of all of U.S. jobs could be eliminated.

By John Waggoner
ETFS SEP 06, 2017
Dalia Blass could tackle fiduciary standard as first order of business at SEC

She is also expected to set the agenda for ETFs, an area in which she has expertise from her previous time at the SEC.

By Mark Schoeff Jr.
In the ETF world, spoils still go to the biggest and cheapest
ETFS SEP 06, 2017
In the ETF world, spoils still go to the biggest and cheapest

New entrants dominate Morningstar ETF conference.

By John Waggoner
MUTUAL FUNDS SEP 06, 2017
Yusko of Morgan Creek Capital to build ETF partnership with AdvisorShares

The outspoken critic of passive investing plans to make his fund actively managed.

By Bloomberg
MUTUAL FUNDS SEP 05, 2017
Russell Investments names Michelle Seitz CEO

During her tenure at William Blair, the firm saw its assets grow to $65 billion from $2.3 billion.

By John Waggoner
PRACTICE MANAGEMENT SEP 01, 2017
Fund industry swats down fee suits, but they keep appealing

Many of the cases concentrate on subadvisor fees.

By John Waggoner
MUTUAL FUNDS AUG 31, 2017
SEC names Dalia Blass director of investment management

Ms. Blass returns to the agency, where she previously worked for more than a decade, to run a division with influence over fiduciary duty.

By Mark Schoeff Jr.
MUTUAL FUNDS AUG 24, 2017
Invesco said to mull ETF-only Guggenheim deal

Buying just the exchange-traded funds would add $36 billion in assets to its PowerShares family

By InvestmentNews
MUTUAL FUNDS AUG 24, 2017
Gundlach faces battle to keep his bond star from fading

The DoubleLine manager's fund has barely beat its benchmark over the last three years

By Nir Kaissar
LIFE INSURANCE AND ANNUITIES AUG 23, 2017
Thrivent Financial quietly expands beyond Christians

From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'

By Jeff Benjamin