Mutual Funds

Displaying 5343 results
Controversial dual-class stocks get their own ETF
INVESTING 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
INVESTING 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
INVESTING 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
Robinhood finally launches cash management service
INVESTING FINTECH DEC 12, 2019
Robinhood finally launches cash management service

Startup has spent the past 12 months retooling the product after a botched launch.

By Bloomberg
SEC proposes tougher sales rule for exchange-traded products
INVESTING MUTUAL FUNDS NOV 26, 2019
SEC proposes tougher sales rule for exchange-traded products

The agency, concerned about consumer protection, says clients need a baseline understanding of product risk

By Greg Iacurci
ETFs that hide their holdings get a green light
INVESTING MUTUAL FUNDS NOV 15, 2019
ETFs that hide their holdings get a green light

The SEC plans to approve active nontransparent ETFs from T. Rowe Price, Natixis, Fidelity and Blue Tractor

By Bloomberg
The key to avoiding mutual fund capital gains distributions
INVESTING MUTUAL FUNDS OCT 22, 2019
The key to avoiding mutual fund capital gains distributions

Some strategies work better than others, but low portfolio turnover is a good predictor of potential tax consequences.

By Jeff Benjamin
Gold ETFs post longest run in a decade
INVESTING ALTERNATIVES OCT 09, 2019
Gold ETFs post longest run in a decade

Bullion has rallied 18% so far this year as the trade war threatens global growth.

By Bloomberg
SoFi refunds investors for tax hit caused by proprietary ETFs
INVESTING FINTECH SEP 23, 2019
SoFi refunds investors for tax hit caused by proprietary ETFs

Action reminds one expert of SEC requirement regarding improper share classes.

By Ryan W. Neal
5 misimpressions drive baseless warnings for mutual fund industry
INVESTING MUTUAL FUNDS SEP 23, 2019
5 misimpressions drive baseless warnings for mutual fund industry

Mutual fund industry tipping point spurs fear mongering about its supposed implications.

By Sean Collins
Michigan RIA to pay $2.5 million for mutual fund conflicts
INVESTING RIAS SEP 20, 2019
Michigan RIA to pay $2.5 million for mutual fund conflicts

Sigma Planning failed to disclose conflicts related to 12b-1 fees: SEC.

By Bruce Kelly
Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in
INVESTING MUTUAL FUNDS SEP 19, 2019
Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in

Co-CEO of the nation's largest black-owned money management firm talks about diversity, financial literacy, and watching movies with her husband, George Lucas

By Jeff Benjamin
Are 401(k) advice fees headed to zero?
INVESTING RIAS SEP 19, 2019
Are 401(k) advice fees headed to zero?

Vanguard's low-cost digital-only planning and investing tool will undercut many target-date funds and managed accounts.

By Greg Iacurci
State Street fires another salvo in the ETF fee war
INVESTING MUTUAL FUNDS SEP 19, 2019
State Street fires another salvo in the ETF fee war

Company rebrands seven funds and adds them to its popular low-fee ETF suite.

By Jeff Benjamin
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX
INVESTING FINTECH SEP 18, 2019
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX

The investment vehicle would only have been available to institutional investors

By Bloomberg
Goldman uses JPMorgan's own tactics against it in ETF battle
INVESTING ETFS SEP 17, 2019
Goldman uses JPMorgan's own tactics against it in ETF battle

Its acquisition of United Capital could play into Goldman's "bring-your-own-assets" strategy to build its ETF business

By Bloomberg
BlackRock, Vanguard accused of opposing shareholder efforts on climate
INVESTING ESG SEP 17, 2019
BlackRock, Vanguard accused of opposing shareholder efforts on climate

The two asset managers voted against at least 16 climate-related shareholder proposals on which their vote in favor would have given the measures majority support

By Bloomberg
SEC continues to see problems with advisers selecting too-expensive share classes
INVESTING MUTUAL FUNDS SEP 13, 2019
SEC continues to see problems with advisers selecting too-expensive share classes

More than 18 months after the launch of its crackdown, agency exams show message isn't getting through.

By Mark Schoeff Jr.
How gold could replace bonds as a portfolio diversifier
INVESTING EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

By Jeff Benjamin
When strong performance sends ETF investors to the exits
INVESTING RIAS SEP 06, 2019
When strong performance sends ETF investors to the exits

Investors are bailing out of concentrated ETF strategies in favor of safety and diversification.

By Jeff Benjamin