Mutual Funds

Displaying 5349 results
Northern Trust target dates called out in two 401(k) lawsuits
RETIREMENT PLANNING NOV 03, 2020
Northern Trust target dates called out in two 401(k) lawsuits

The similar cases, against Allstate and Northern Trust, were also brought by the same law firms

By Emile Hallez
DOL took 'ESG' out of rule, added new hurdle for 401(k)s
RETIREMENT PLANNING NOV 02, 2020
DOL took 'ESG' out of rule, added new hurdle for 401(k)s

Plan fiduciaries could have to prove that nonfinancial factors of ESG funds are in the best interest of workers, one lawyer said

By Emile Hallez
BlackRock launches small-cap value ETF, defying market trends
EQUITIES OCT 30, 2020
BlackRock launches small-cap value ETF, defying market trends

Both small-cap shares and value strategies have taken a beating this year as the coronavirus sparked an economic crisis

By Bloomberg
SEC approves rule limiting use of derivatives in funds
ETFS OCT 28, 2020
SEC approves rule limiting use of derivatives in funds

Agency also seeks comments on whether additional rules are needed to protect investors buying complex products

By Mark Schoeff Jr.
Why are advice firms still trying to ride a bull market?
PRACTICE MANAGEMENT OCT 26, 2020
Why are advice firms still trying to ride a bull market?

The industry is overly dependent on the markets for revenue growth, according to an InvestmentNews pricing study

By Jeff Benjamin
Investment Company Institute appoints Eric Pan chief executive
MUTUAL FUNDS OCT 20, 2020
Investment Company Institute appoints Eric Pan chief executive

Former SEC, CFTC official puts mutual fund disclosure, ESG policy at top of agenda

By Mark Schoeff Jr.
New asset manager tests adviser appetite for targeted ETFs
MUTUAL FUNDS OCT 15, 2020
New asset manager tests adviser appetite for targeted ETFs

Gabriel Hammond's latest venture is setting its sights on private markets

By Jeff Benjamin
A record $170 billion flooded into bond ETFs this year
MUTUAL FUNDS OCT 13, 2020
A record $170 billion flooded into bond ETFs this year

The Fed's March announcement that it would buy corporate debt ETFs served as a stamp of approve for the sector

By Bloomberg
Salesforce 401(k) suit dismissal a reprieve amid much litigation
RETIREMENT PLANNING OCT 12, 2020
Salesforce 401(k) suit dismissal a reprieve amid much litigation

A federal judge tossed the excessive-fee claims, though they will likely be refiled

By Emile Hallez
ETF price wars may resume
MUTUAL FUNDS OCT 12, 2020
ETF price wars may resume

Big new entrants to the exchange-traded fund market are rolling out funds with low expense ratios

By Bloomberg
Green investments rally ahead of potential 'blue wave' election
RIA NEWS OCT 09, 2020
Green investments rally ahead of potential 'blue wave' election

Targeted ETF strategies are up more than 80% so far this year as Biden gains steam

By Jeff Benjamin
SEC streamlines process for creation of fund of funds
MUTUAL FUNDS OCT 07, 2020
SEC streamlines process for creation of fund of funds

Under the new rule, most arrangements won't need individual approval

By Mark Schoeff Jr.
TriNet sued over MEPs
RETIREMENT PLANNING OCT 06, 2020
TriNet sued over MEPs

Law firm Capozzi Adler, which has been the most active 401(k) litigator this year, filed the class-action complaint against the HR provider

By Emile Hallez
Latest ETF launch promotes social justice
ETFS OCT 05, 2020
Latest ETF launch promotes social justice

The new fund joins a short list of other exchange-traded products that have had mixed investing results

By Jeff Benjamin
Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson
MUTUAL FUNDS OCT 02, 2020
Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson

Fund reportedly sees opportunities in consolidating asset management business

By InvestmentNews
First blank-check ETF debuts
MUTUAL FUNDS OCT 01, 2020
First blank-check ETF debuts

The new fund gives investors a chance to participate in one of the hottest areas of the stock market

By InvestmentNews
Fidelity Magellan launch could boost appeal of semitransparent ETFs
RIA NEWS SEP 25, 2020
Fidelity Magellan launch could boost appeal of semitransparent ETFs

The asset manager is placing the heft of a $22 billion flagship fund behind a fledgling ETF model

By Jeff Benjamin
BlackRock, Vanguard, Transamerica roll out latest ESG funds
RIA NEWS SEP 24, 2020
BlackRock, Vanguard, Transamerica roll out latest ESG funds

By applying ESG screens, the new funds alter the composition of the traditional indexes

By Jeff Benjamin
New Schlichter lawsuit targets MEP
RETIREMENT PLANNING SEP 18, 2020
New Schlichter lawsuit targets MEP

The prominent 401(k) litigation firm filed a class-action lawsuit this week against Pentegra Retirement Services

By Emile Hallez
Even Fidelity's star manager frets about Robinhood
MUTUAL FUNDS SEP 18, 2020
Even Fidelity's star manager frets about Robinhood

Will Danoff, who manages $230 billion for the fund giant, notes that mutual funds have become less popular with investors

By Bloomberg