Mutual Funds

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EQUITIES AUG 10, 2016
BlackRock chops 10 ETFs with solid returns but limited investor appeal

Plus: Central bankers have altered the financial world, the ABCs of smart-beta due diligence, and seven steps to transforming your advisory practice

By Jeff Benjamin
EQUITIES AUG 10, 2016
A case for cash when stock prices are off the charts

Plus: The end of hedge fund fees, a mutual fund for the marijuana industry, and the economics of not getting married.

By Jeff Benjamin
Nuveen Investments expands access to alternatives for financial advisers' wealthy clients
ALTERNATIVES AUG 10, 2016
Nuveen Investments expands access to alternatives for financial advisers' wealthy clients

Leaning on technology to streamline the process.

By Jeff Benjamin
Fidelity, American Century and Jefferies offer upbeat outlooks for second half of 2016
MUTUAL FUNDS AUG 10, 2016
Fidelity, American Century and Jefferies offer upbeat outlooks for second half of 2016

Big contrast with gloomy forecasts from BlackRock, State Street Global Advisers and TIAA.

By John Waggoner
Liquid alt imposters fall to the wayside
EQUITIES AUG 09, 2016
Liquid alt imposters fall to the wayside

Investors continue to ignore market hedging strategies.

By Jeff Benjamin
ETFs boost liquidity in times of financial stress
OPINION AUG 07, 2016
ETFs boost liquidity in times of financial stress

ETFs convey substantial benefits to investors while providing liquidity to our markets

By Paul Schott Stevens
Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI
RETIREMENT PLANNING AUG 04, 2016
Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI

Most traditional IRA investors start with rollovers.

By John Waggoner
NYSE owner Intercontinental Exchange targets bond ETFs business
MUTUAL FUNDS AUG 02, 2016
NYSE owner Intercontinental Exchange targets bond ETFs business

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By Bloomberg
EQUITIES AUG 02, 2016
When it comes to asset management, look for experience

Plus: Breaking the active management habit, the active-passive research conundrum, and recalculating retirement savings calculators

By Jeff Benjamin
Schwab's ETF empire gaining on BlackRock and Vanguard
MUTUAL FUNDS AUG 01, 2016
Schwab's ETF empire gaining on BlackRock and Vanguard

For the past 12 months, assets in the discount broker's funds grew 39.7%, to $47.9 billion.

By John Waggoner
Vanguard closes $30 billion dividend growth fund to new investors
MUTUAL FUNDS AUG 01, 2016
Vanguard closes $30 billion dividend growth fund to new investors

Popular fund is riding wave of investors' love of dividends.

By John Waggoner
ALTERNATIVES JUL 28, 2016
Rob Arnott says cheesy copy cats are hurting smart beta investing

Plus: Gold is investing in monetary chaos, corporate bonds fly off the shelves, and more fuzzy employment math

By Jeff Benjamin
Investing in the most hated bull market: When your clients say they can't stomach stocks
MUTUAL FUNDS JUL 28, 2016
Investing in the most hated bull market: When your clients say they can't stomach stocks

Financial advisers say it's crucial to get investors to stay focused on diversification, dividends and their long-term goals.

By John Waggoner
Vanguard changes management of three funds with combined assets of $24 billion
MUTUAL FUNDS JUL 28, 2016
Vanguard changes management of three funds with combined assets of $24 billion

By John Waggoner
MUTUAL FUNDS JUL 27, 2016
Dan Ivascyn, Bill Gross' successor at Pimco, not as flamboyant as the old bond king, but he has produced results

He cuts a much lower profile and his comments about the market are filled with introspection.

By Lisa Abramowicz
INDEPENDENT BROKER DEALERS JUL 27, 2016
Securities America to pay $1.5 million for mutual fund overcharges

The independent broker-dealer is paying restitution for failing to waive sales charges for some retirement plans and charitable organizations, according to Finra.

By Greg Iacurci
Jeffrey Gundlach reaches for bond king crown as DoubleLine's active ETF closes in on Pimco
ETFS JUL 27, 2016
Jeffrey Gundlach reaches for bond king crown as DoubleLine's active ETF closes in on Pimco

Better performance and State Street's distribution muscle are key success factors.

By Jeff Benjamin
OPINION JUL 26, 2016
Why women tend to outperform men when investing

By Kara Murphy
EQUITIES JUL 25, 2016
REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing

Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.

By Jeff Benjamin
Eaton Vance fund loads up on cash after making 15% during bond rally
MUTUAL FUNDS JUL 24, 2016
Eaton Vance fund loads up on cash after making 15% during bond rally

Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney

By Bloomberg