A compilation of research shows that exchange-traded-fund investors are wealthier, younger, and more engaged than their mutual fund counterparts -- in other words, practically perfect clients. So why aren't more advisers embracing ETFs?
Annual levy for exchange-traded fund will be 0.55%, while fee for namesake mutual fund is 0.46%
Fairholme boss surprised by flap over his activism at property company; 'will think long and hard about doing it again'
Regulators said to be concerned about funds not truly tracking underlying indexes, as well as vulnerability to short sales
During his years as an investment manager at such big firms as Smith Barney Inc. and Lehman Brothers Holdings Inc., Bruce Berkowitz learned firsthand the dangers of going along with the crowd. “You would have an investment meeting with 12 to 20 people around the table, and an idea would be discussed, and everyone would feel the need to add their input,” he said.
Few people would expect the newspaper industry to yield successful stock picks, but fund manager James B. Miles sniffed out a strong value find when he added Valassis Communications Inc. to his portfolio
Mutual fund managers are buying telecommunications stocks, many of them for the first time in years, as the sector emerges as a bright spot in an otherwise lackluster market
Fidelity Investments is marrying the concepts of target date portfolios and municipal-bond investing
Report indicates nearly 50 have bolted since firm has zeroed in on stability, liquidity of fund firms
Money market funds are front and center in Washington again, just 16 months after regulators tightened rules on the $2.7 trillion industry
Female retirement plan participants appear to display a greater inclination to place assets in target date funds than in target risk funds
If a mutual fund manager won't invest in a fund that he or she is managing, why should anyone else?
In a much-awaited decision, the Supreme Court last week ruled in favor of the mutual fund industry in a case involving a company's responsibility for statements made in prospectuses, eliciting a huge sigh of relief from fund companies, broker-dealers and others involved in selling mutual funds
The influential firm plans to launch a different ratings system, one that will be forward-looking. And get this: only 20% of funds are likely to get a positive score under the new system.
Putnam Institute says excessive exposure to stock market gyrations bigger threat to new retirees than inflation or longevity risk
If “big,” “strong” and “mysterious” are the attributes you want for a financial brand, you can't pick a better name than BlackRock Inc.
The Government Accountability Office has recommended several major changes to the use of target date funds in 401(k) plans after finding that investments in funds with similar end dates vary wildly
ProShare Advisors of Bethesda, Md., today announced the introduction of the first exchange traded fund to follow a 130/30 investment strategy.
