Mutual Funds

Displaying 5343 results
New asset manager tests adviser appetite for targeted ETFs
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING ESG 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
INVESTING 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
INVESTING 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
INVESTING ESG 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
INVESTING 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
INVESTING 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
INVESTING ESG 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
INVESTING ESG 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
INVESTING 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
INVESTING 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
How one 401(k) firm says it is bulking up amid the pandemic
INVESTING RETIREMENT PLANNING SEP 16, 2020
How one 401(k) firm says it is bulking up amid the pandemic

Human Interest is hiring staff and getting rid of certain fees

By Emile Hallez
Sutter Health hit with second lawsuit over $3.7 billion DC plan
INVESTING RETIREMENT PLANNING SEP 15, 2020
Sutter Health hit with second lawsuit over $3.7 billion DC plan

The class-action cases point to allegedly excessive investment management fees

By Emile Hallez
80% of older workers financially illiterate: Survey
INVESTING RETIREMENT PLANNING SEP 15, 2020
80% of older workers financially illiterate: Survey

The results show retirement will be an uncertain time for many, according to The American College of Financial Services

By Emile Hallez
Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs
INVESTING FINTECH SEP 09, 2020
Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs

This week’s podcast includes a discussion of the proliferation of free robo-platforms at large financial institutions and a look at the odd evolution of semitransparent ETFs

By InvestmentNews
Congressman wants to slow mutual fund fee litigation
INVESTING MUTUAL FUNDS SEP 09, 2020
Congressman wants to slow mutual fund fee litigation

Plaintiffs would face a hurdle in filing 36(b) claims against fund providers

By Emile Hallez
2020 puts emergency funds on the front burner
INVESTING PRACTICE MANAGEMENT SEP 08, 2020
2020 puts emergency funds on the front burner

Advisers are pushing their clients to prepare for the worst

By Jeff Benjamin