Mutual Funds

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First Eagle interval fund offers healthy income in exchange for liquidity
MUTUAL FUNDS MAY 04, 2022
First Eagle interval fund offers healthy income in exchange for liquidity

Investors searching for a source of income could look to credit funds with attractive yields.

By Jeff Benjamin
Wall Street regulators consider 'staggering' curbs on complex ETFs
ETFS MAY 03, 2022
Wall Street regulators consider 'staggering' curbs on complex ETFs

The crackdown could hit everything from leveraged and inverse vehicles to cryptocurrency-linked funds and defined-outcome strategies.

By Bloomberg
Advice-only fees gain traction as advisers opt out of managing client portfolios
RIA NEWS MAY 02, 2022
Advice-only fees gain traction as advisers opt out of managing client portfolios

Asset-based pricing still dominates in wealth management, but the trend is moving away from charging clients based on portfolio size.

By Jeff Benjamin
Despite inflationary pressures, asset managers continue to lower fees
EQUITIES MAY 02, 2022
Despite inflationary pressures, asset managers continue to lower fees

American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.

By Jeff Benjamin
Vanguard clients decry tax debacle
RETIREMENT PLANNING MAY 02, 2022
Vanguard clients decry tax debacle

Many Vanguard clients who invested in target-date funds face significantly higher tax bills this year because of a change the company made to its target-date funds in late 2020.

By Bloomberg
Advisers who ignore ESG do so at their own r-i-s-k
RIA NEWS MAY 02, 2022
Advisers who ignore ESG do so at their own r-i-s-k

As interest in ESG investing grows, advisers are reaching an inflection point.

By Emile Hallez
Popular retirement funds suffer as tech stocks plunge
RETIREMENT PLANNING APR 30, 2022
Popular retirement funds suffer as tech stocks plunge

Many growth-oriented stock funds offered in 401(k) plans are down more than 10% so far this year.

By Bloomberg
Bond market 'bloodbath' opens a door for income investors
ALTERNATIVES APR 29, 2022
Bond market 'bloodbath' opens a door for income investors

As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.

By Jeff Benjamin
KraneShares adds carbon-offset ETF
MUTUAL FUNDS APR 29, 2022
KraneShares adds carbon-offset ETF

The product is the first to include the top carbon-offset futures markets into one fund, the firm says.

By InvestmentNews
ESG ETF flows down in Q1
RIA NEWS APR 28, 2022
ESG ETF flows down in Q1

Sales were the second-highest ever but still far behind those from a year ago, according to ETFGI.

By Emile Hallez
Employers fret about retirement income
RETIREMENT PLANNING APR 28, 2022
Employers fret about retirement income

Just 66% say target-date funds do extremely well or very well when it comes to helping plan participants deal with their income needs during retirement.

By InvestmentNews
Bitcoin ‘stuck at the moment’ as record cash flees crypto ETFs
ALTERNATIVES APR 26, 2022
Bitcoin ‘stuck at the moment’ as record cash flees crypto ETFs

A UBS analysis shows April is set to see the largest crypto-ETF outflows on record, with investors having pulled more than $417 million so far this month.

By Bloomberg
Cannabis investments mellow as Congress tarries on decriminalization
EQUITIES APR 19, 2022
Cannabis investments mellow as Congress tarries on decriminalization

With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.

By Jeff Benjamin
Climate funds double in assets: Morningstar
MUTUAL FUNDS APR 18, 2022
Climate funds double in assets: Morningstar

A report shows that in the US, total money in climate mutual funds and ETFs hit $31 billion at the end of 2021.

By Emile Hallez
Global X adds green-building ETF
MUTUAL FUNDS APR 14, 2022
Global X adds green-building ETF

The demand for new housing in urban areas will only rise, and buildings are responsible for 38% of energy-related carbon emissions, the company says.

By ESG Clarity
Do-good funds are booming as ETF launches double from last year
MUTUAL FUNDS APR 14, 2022
Do-good funds are booming as ETF launches double from last year

At least 20 exchange-traded funds focused on environmental, social and governance criteria have launched so far this year, as issuers try to grab a slice of the market that's winning new cash.

By Bloomberg
Advisers weigh the appeal of the commodity rally
ALTERNATIVES APR 13, 2022
Advisers weigh the appeal of the commodity rally

As commodity funds post double-digit gains this year, some advisers wonder if it's too late to join the party.

By Jeff Benjamin
Dimensional preps low-carbon ETFs
RIA NEWS APR 13, 2022
Dimensional preps low-carbon ETFs

The four exchange-traded funds aim for lower emissions exposure than comparable products, the fund manager said.

By Emile Hallez
Fidelity adds two ETFs focusing on crypto, metaverse
ALTERNATIVES APR 12, 2022
Fidelity adds two ETFs focusing on crypto, metaverse

One of the funds will track the digital payments industry, and the other will focus on companies tied to emerging virtual worlds.

By InvestmentNews
Dimensional plans four do-good funds in latest ETF expansion
MUTUAL FUNDS APR 10, 2022
Dimensional plans four do-good funds in latest ETF expansion

The funds will focus on investments in stocks and bonds worldwide that are associated with low emissions of greenhouse gases.

By Bloomberg