Mutual Funds

Displaying 5349 results
ETFS MAR 23, 2015
Virtus drops F-Squared as fund manager

Loss of linchpin backer adds to F-Squared's struggle following admissions it misled investors on performance.

By Trevor Hunnicutt
HSBC says the dollar's powerful days are numbered
EQUITIES MAR 23, 2015
HSBC says the dollar's powerful days are numbered

<i>Breakfast with Benjamin</i>: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.

By Jeff Benjamin
Exclusive: Morgan Stanley plans to sell adviser data to fund companies
ETFS MAR 20, 2015
Exclusive: Morgan Stanley plans to sell adviser data to fund companies

ETF managers may look to broker-dealers to 'lower the veil' covering advisers.

By Trevor Hunnicutt
Reading the confusing alphabet soup of exchange-traded fund trends
ETFS MAR 20, 2015
Reading the confusing alphabet soup of exchange-traded fund trends

The ETF universe seems to perpetually expand but the result of pushing the envelope isn't necessarily always positive

By Scott Kubie
Reading between the lines of liquid alternatives fund expense ratios
MUTUAL FUNDS MAR 20, 2015
Reading between the lines of liquid alternatives fund expense ratios

What you see might not be what you get and the real cost of running some strategies can be steep.

By Jeff Benjamin
Schwab, Guggenheim make their mark in ETFs
ETFS MAR 19, 2015
Schwab, Guggenheim make their mark in ETFs

The business is dominated by BlackRock, Vanguard and State Street as low fees and strong performance draw investors. Other firms like Charles Schwab and Guggenheim are breaking through, but investors need to do their due diligence.

By Bloomberg
Despite good news, bank ETF trails market
ETFS MAR 18, 2015
Despite good news, bank ETF trails market

Stress tests, rate outlook bode well but negative sentiment on the sector remains.

By Bloomberg
Federated, BlackRock considering private funds to replace old money-market funds
MUTUAL FUNDS MAR 18, 2015
Federated, BlackRock considering private funds to replace old money-market funds

Regulatory changes to $2.7 trillion industry leading managers to create alternatives for clients.

By Bloomberg
Foreign mutual funds look like a good way to dodge some U.S. market risk
EMERGING MARKETS MAR 17, 2015
Foreign mutual funds look like a good way to dodge some U.S. market risk

<i>Breakfast with Benjamin</i>: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.

By Jeff Benjamin
Merrill Lynch tells its advisers to get some water
EQUITIES MAR 17, 2015
Merrill Lynch tells its advisers to get some water

Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.

By Trevor Hunnicutt
3 big surprises in ETF flows so far in 2015
ETFS MAR 17, 2015
3 big surprises in ETF flows so far in 2015

One-month flows now stand at over $30.7 billion, putting year-to-date inflows at $23.9 billion. Here's what flows say about investors.

By Nicholas Colas
Currency-hedged ETFs giving investors new option for improving international returns
ETFS MAR 17, 2015
Currency-hedged ETFs giving investors new option for improving international returns

Once reserved for institutions, strategies now available to advisers at just the right time.

By Scott Kubie
ETFS MAR 17, 2015
Vanguard to offer its first muni-bond ETF

The company expects the tax-exempt index fund to be available by the end of June.

By Bloomberg
Being smart about smart beta
RIA NEWS MAR 12, 2015
Being smart about smart beta

<i>Breakfast with Benjamin</i>: Smart beta is here to stay, so you might as well try and figure out what the heck it is.

By Jeff Benjamin
Vanguard may expand fast-growing virtual investing service to advisers
RIA NEWS MAR 11, 2015
Vanguard may expand fast-growing virtual investing service to advisers

Pilot raised more than $9 billion last year along with hopes for more direct-to-consumer fund sales.

By Trevor Hunnicutt
Principal hires Pimco exec to run new ETF business
ETFS MAR 10, 2015
Principal hires Pimco exec to run new ETF business

Paul Kim to build and develop the strategy but whether firm plans to launch exchange-traded funds remains to be seen.

By Randy Diamond
In rare move, Vanguard beefs up international exposure in target date funds
EQUITIES MAR 10, 2015
In rare move, Vanguard beefs up international exposure in target date funds

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

By Jeff Benjamin
Financial advisers rocket Vanguard to No. 2 in ETFs behind BlackRock
RIA NEWS MAR 10, 2015
Financial advisers rocket Vanguard to No. 2 in ETFs behind BlackRock

The firm's focus on cost-conscious, fee-based advisers has been a winning strategy.

By Trevor Hunnicutt
Apple joining Dow could leave clients overexposed to tech giant
EQUITIES MAR 09, 2015
Apple joining Dow could leave clients overexposed to tech giant

Blue chip barometer likely to get more volatile after the March 19 switch.

By Jeff Benjamin
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs
MUTUAL FUNDS MAR 09, 2015
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs

Janus has indicated significant plans in the ETF space, including a possible fund with the Pimco founder.

By Trevor Hunnicutt