Mutual Funds

Displaying 5360 results
Low fees should serve as wake-up call for advisers
PRACTICE MANAGEMENT JAN 27, 2020
Low fees should serve as wake-up call for advisers

ETF conference drives home the point that advisers need to identify their value to clients

By Jeff Benjamin
Asset managers lock horns over potential $7 trillion opportunity
ETFS JAN 27, 2020
Asset managers lock horns over potential $7 trillion opportunity

Big fund companies are competing to promote a new type of actively managed ETF

By Bloomberg
CFRA ups its game on ETF research
MUTUAL FUNDS JAN 27, 2020
CFRA ups its game on ETF research

New analysis uses machine learning for a closer look at underlying holdings

By Jeff Benjamin
Keep sweep accounts clean and transparent
MUTUAL FUNDS JAN 27, 2020
Keep sweep accounts clean and transparent

Idle cash is a significant profit center for broker-dealers

By InvestmentNews
Lincoln annuity seeks to ride TDFs' coattails
RETIREMENT PLANNING JAN 24, 2020
Lincoln annuity seeks to ride TDFs' coattails

Its new guaranteed-income annuity is the first to invest solely in target-date funds

By Emile Hallez
‘Nontransparent’ ETFs coming soon, but do advisers care?
ETFS JAN 23, 2020
‘Nontransparent’ ETFs coming soon, but do advisers care?

Exchange-traded funds that don’t disclose their holdings daily will have big benefits and drawbacks

By Emile Hallez
TIAA will offer HSA to its retirement plan clients
RETIREMENT PLANNING JAN 23, 2020
TIAA will offer HSA to its retirement plan clients

Accounts will offer TIAA and Nuveen mutual funds

By InvestmentNews
Active equity funds bled $41.4 billion in 2019: Morningstar
MUTUAL FUNDS JAN 17, 2020
Active equity funds bled $41.4 billion in 2019: Morningstar

In sixth straight year of net inflows, passive funds pulled in $162.8 billion

By InvestmentNews
Advisers continue to increase allocations to ETFs, study finds
MUTUAL FUNDS JAN 15, 2020
Advisers continue to increase allocations to ETFs, study finds

RIAs, younger advisers heaviest users of exchange-traded funds, says Broadridge

By InvestmentNews
WisdomTree adds blockchain infrastructure to ETF ecosystem
FINTECH JAN 14, 2020
WisdomTree adds blockchain infrastructure to ETF ecosystem

The asset manager led a $17.65 million round of funding in tech startup Securrency

By Ryan W. Neal
BlackRock puts climate at center of $7 trillion strategy
RIA NEWS JAN 14, 2020
BlackRock puts climate at center of $7 trillion strategy

Changes outlined in CEO Larry Fink's annual letter include doubling BlackRock's lineup of sustainable ETFs

By Bloomberg
Finra probes brokerage bank sweep accounts as commissions dwindle
INDEPENDENT BROKER DEALERS JAN 13, 2020
Finra probes brokerage bank sweep accounts as commissions dwindle

Expert: Interest rate discussions with clients ‘can be problematic’

By Mark Schoeff Jr.
Outlook on ETFs
MUTUAL FUNDS JAN 13, 2020
Outlook on ETFs

A weekly video produced by InvestmentNews on U.S. investing trends

By InvestmentNews
Time to check under the hood of that index fund
EQUITIES JAN 10, 2020
Time to check under the hood of that index fund

Here's one more reason to avoid picking a fund based on past performance

By Jeff Benjamin
Brand-name loyalty is not always the best investment strategy
MUTUAL FUNDS JAN 10, 2020
Brand-name loyalty is not always the best investment strategy

Advisers are too focused on the largest and most popular fund companies, according to Cerulli research

By Jeff Benjamin
Bond ETFs come of age
ETFS JAN 09, 2020
Bond ETFs come of age

The $150 billion that flowed into bond exchange-traded funds in 2019 herald a new order

By Bloomberg
SEC won’t offer any grace period for Reg BI compliance
RIA NEWS JAN 07, 2020
SEC won’t offer any grace period for Reg BI compliance

In its annual examination priorities letter, the agency also shows it is once again targeting fee disclosure

By Mark Schoeff Jr.
Controversial dual-class stocks get their own ETF
EQUITIES JAN 06, 2020
Controversial dual-class stocks get their own ETF

Exchange Traded Concepts will offer a fund that tracks companies that issue at least two types of shares

By Bloomberg
Vanguard eliminates trading fees for stocks and options
EQUITIES JAN 02, 2020
Vanguard eliminates trading fees for stocks and options

The move brings the low-cost asset manager up to speed with the likes of Schwab, TD Ameritrade, Fidelity and ETrade

By Jeff Benjamin
T. Rowe Price has a $1 trillion answer to claims stock-picking is dead
RETIREMENT PLANNING DEC 26, 2019
T. Rowe Price has a $1 trillion answer to claims stock-picking is dead

The asset manager’s focus on stock funds in retirement accounts has helped it flourish as peers have struggled

By Bloomberg