Mutual Funds

Displaying 5349 results
Smart money moving to the sidelines as earnings signal flashes red
EQUITIES MAR 09, 2015
Smart money moving to the sidelines as earnings signal flashes red

<i>Breakfast with Benjamin:</i> Earnings signal flashing red, sending some investors to the sidelines, Gross sets a timeline, Bernanke wants the president to have more power, ETF investors hedge currencies and chase corporate bonds, and the first-year numbers behind Colorado's legal weed.

By Jeff Benjamin
Schwab 'robo-adviser' bets big on cash and 'smart' beta
FINTECH MAR 09, 2015
Schwab 'robo-adviser' bets big on cash and 'smart' beta

Brokerage platform will use asset-allocation strategies of disputed merit with retail clients.

By Trevor Hunnicutt
Wealthfront, Edelman clash on robo-advisers
RIA NEWS MAR 09, 2015
Wealthfront, Edelman clash on robo-advisers

The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.

By Trevor Hunnicutt
American Funds to get approval to offer ETFs
ETFS MAR 08, 2015
American Funds to get approval to offer ETFs

The SEC intends to approve an application by Capital Group, parent of the third-largest mutual fund company, to offer ETFs.

By Trevor Hunnicutt
Japanese stock funds reflecting long-awaited economic turnaround
EMERGING MARKETS MAR 06, 2015
Japanese stock funds reflecting long-awaited economic turnaround

'Abe-enomics' joins quantitative easing with corporate patriotism

By Jeff Benjamin
J.P. Morgan funds garner most dollars from advisers: Morningstar
MUTUAL FUNDS MAR 05, 2015
J.P. Morgan funds garner most dollars from advisers: Morningstar

Advisers flock to firm's broad range of products while competitors see only select interest.

By Trevor Hunnicutt
Cash-heavy mutual funds take downside protection to the extreme
EQUITIES MAR 03, 2015
Cash-heavy mutual funds take downside protection to the extreme

<i>Breakfast with Benjamin:</i> Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.

By Jeff Benjamin
BlackRock adds fuel to smart beta debate in push for exotic bond strategies
ETFS MAR 03, 2015
BlackRock adds fuel to smart beta debate in push for exotic bond strategies

Money manager set to launch new strategy as &#8220;smart&#8221; way to dodge investment risks as rates rise.

By Trevor Hunnicutt
EQUITIES MAR 03, 2015
Coming off a big year, Janus files for exotic ETFs

Move launches competition with Goldman Sachs in alternative space

By Trevor Hunnicutt
Most investors still don't own ETFs: study
ETFS MAR 02, 2015
Most investors still don't own ETFs: study

Low usage reflects widespread lack of familiarity with the investments.

By Srividya Kalyanaraman
MUTUAL FUNDS FEB 26, 2015
Factors to consider when choosing a 529 college savings plan

Look for automatic reallocation, inflation hedges and other features.

By Liz Skinner
Fund managers warned on exotic ETFs
EQUITIES FEB 26, 2015
Fund managers warned on exotic ETFs

As industry turns to smart beta to capture growth, product developers may need to step up stress testing.

By Trevor Hunnicutt
Gundlach tests ETF waters with new active fund
ETFS FEB 25, 2015
Gundlach tests ETF waters with new active fund

Rock star portfolio manager's new addition is the 26th exchange-traded fund launched this year but is possibly the most important as test of active management.

By Bloomberg
RIA NEWS FEB 24, 2015
Schwab must face adviser's lawsuit after all: appellate court

Judges said the firm must face a class-action lawsuit on mortgage debt in bond funds.

By Trevor Hunnicutt
The bond market and the Fed are suddenly marching in lockstep
MUTUAL FUNDS FEB 24, 2015
The bond market and the Fed are suddenly marching in lockstep

<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.

By Jeff Benjamin
EQUITIES FEB 24, 2015
Putting the T back in ETF

Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.

By Grant Engelbart
The Fed's first interest rate hike hits another speed bump
EQUITIES FEB 24, 2015
The Fed's first interest rate hike hits another speed bump

<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.

By Jeff Benjamin
RETIREMENT PLANNING FEB 23, 2015
BlackRock's iShares avoids trip to the Supreme Court

Largest ETF firm wins victory in case questioning its lucrative securities-lending business.

By Trevor Hunnicutt
Is OPEC about to flinch and cut oil production?
RIA NEWS FEB 23, 2015
Is OPEC about to flinch and cut oil production?

<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

By Jeff Benjamin
ProShares gives ETF traders aggressive way to play gold miners
ALTERNATIVES FEB 23, 2015
ProShares gives ETF traders aggressive way to play gold miners

Four new funds not for the faint of heart or buy-and-hold investors.

By Jeff Benjamin