Mutual Funds

Displaying 5359 results
Debut ETF issuers hit record this year
MUTUAL FUNDS DEC 03, 2020
Debut ETF issuers hit record this year

New rules that made launches easier and the SEC's approval of nontransparent funds have inspired 14 new firms to enter the market this year

By Bloomberg
Fund companies see target-dates adding annuities in future: Report
RETIREMENT PLANNING DEC 02, 2020
Fund companies see target-dates adding annuities in future: Report

The all-in-one products could also eventually include private equity, Cerulli Associates found

By Emile Hallez
Record-shattering flows into stock ETFs leave bond funds in dust
MUTUAL FUNDS DEC 02, 2020
Record-shattering flows into stock ETFs leave bond funds in dust

Equity ETFs attracted a record $81 billion as stocks rallied in November

By Bloomberg
T. Rowe Price to launch new asset management business
ETFS NOV 19, 2020
T. Rowe Price to launch new asset management business

The new platform will be seeded with six funds managing $167 billion in a effort to manage capacity issues

By Jeff Benjamin
DFA plans $20 billion dive into ETF market
MUTUAL FUNDS NOV 17, 2020
DFA plans $20 billion dive into ETF market

In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds

By Jeff Benjamin
Should 401(k)s require a test for savers to invest outside of target dates?
RETIREMENT PLANNING NOV 17, 2020
Should 401(k)s require a test for savers to invest outside of target dates?

Terms like 'mutual fund' and 'passive investing' are misunderstood, and those who can't define them are less likely to invest and save for retirement, according to a new report

By Emile Hallez
Robinhood army swells thematic ETFs
MUTUAL FUNDS NOV 17, 2020
Robinhood army swells thematic ETFs

Funds built around a theme have taken in more than $20 billion so far this year

By Bloomberg
SEC fines five firms $3 million over unsuitable exchange-traded volatility products
ETFS NOV 13, 2020
SEC fines five firms $3 million over unsuitable exchange-traded volatility products

American Portfolios, Benjamin Edwards, Royal Alliance, Securities America, Summit Financial to pay

By InvestmentNews
Amway's 401(k) at center of lawsuit
RETIREMENT PLANNING NOV 11, 2020
Amway's 401(k) at center of lawsuit

The multi-level marketing company's plan had allegedly excessive fees, according to the complaint

By Emile Hallez
Money-market debit cards for clients? Franklin CEO on the future of advice
RETIREMENT PLANNING NOV 04, 2020
Money-market debit cards for clients? Franklin CEO on the future of advice

Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum

By Emile Hallez
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