Mutual Funds

Displaying 5343 results
Fidelity draws adviser wrath with 1.9% cash offer
INVESTING RIAS AUG 07, 2019
Fidelity draws adviser wrath with 1.9% cash offer

The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.

By Jeff Benjamin
How are low-volatility funds weathering the market turmoil?
INVESTING EQUITIES AUG 06, 2019
How are low-volatility funds weathering the market turmoil?

Some defensive strategies are beating the market in good and bad times.

By Jeff Benjamin
CFRA bulks up ETF research with acquisition of First Bridge
INVESTING ETFS AUG 05, 2019
CFRA bulks up ETF research with acquisition of First Bridge

The deal gives the investment research firm its own source of ETF data.

By Jeff Benjamin
Advisers say go for the gold as the perfect hedge for trade-war fears
INVESTING RIAS AUG 05, 2019
Advisers say go for the gold as the perfect hedge for trade-war fears

Gold was up nearly as much as the S&P 500 was down in mid-day trading Monday.

By Jeff Benjamin
Franklin Templeton to build asset-class agnostic ETF
INVESTING ETFS AUG 02, 2019
Franklin Templeton to build asset-class agnostic ETF

Fund will use quantitative models to select investments from different asset classes.

By Bloomberg
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks
INVESTING EQUITIES AUG 02, 2019
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

More than $42 billion worth of trading occurred in the SPDR S&P 500 ETF Thursday.

By Bloomberg
Hundreds of conventional funds add 'ESG' to prospectus just in case
INVESTING ESG AUG 01, 2019
Hundreds of conventional funds add 'ESG' to prospectus just in case

Trend is seen as part marketing and part endorsement of ESG's investment benefits.

By Jeff Benjamin
Leveraged and inverse ETFs may be too risky to sell, says state regulator group
INVESTING MUTUAL FUNDS JUL 31, 2019
Leveraged and inverse ETFs may be too risky to sell, says state regulator group

North American Securities Administrators Association sees room for improvement in supervision.

By InvestmentNews
Disruptive ETFs face an ESG disruption
INVESTING FINTECH JUL 25, 2019
Disruptive ETFs face an ESG disruption

Online advisers are allowing investors to customize their portfolios around their social investing priorities instead of using ETFs.

By Bloomberg
ETF strategists getting crowded out by big asset managers
INVESTING MUTUAL FUNDS JUL 25, 2019
ETF strategists getting crowded out by big asset managers

As companies like BlackRock, Vanguard and State Street muscle in on their turf, smaller players are devising new ways to stay competitive.

By Bloomberg
Low-cost gold ETFs introduce new fiduciary challenge
INVESTING ALTERNATIVES JUL 23, 2019
Low-cost gold ETFs introduce new fiduciary challenge

The arrival of funds offering cheaper access to gold means advisers must weigh liquidity against cost.

By Jeff Benjamin
Top 50 equity mutual funds, second quarter 2019
INVESTING ALTERNATIVES JUL 20, 2019
Top 50 equity mutual funds, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Top 50 fixed-income ETFs, second quarter 2019
INVESTING MUTUAL FUNDS JUL 20, 2019
Top 50 fixed-income ETFs, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Top 50 equity ETFs, second quarter 2019
INVESTING ALTERNATIVES JUL 20, 2019
Top 50 equity ETFs, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Top 50 fixed-income mutual funds, second quarter 2019
INVESTING MUTUAL FUNDS JUL 20, 2019
Top 50 fixed-income mutual funds, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Finra reaches settlements with 56 firms for overcharging customers on mutual funds
INVESTING MUTUAL FUNDS JUL 17, 2019
Finra reaches settlements with 56 firms for overcharging customers on mutual funds

Regulator obtained $89 million in restitution as a result of the crackdown.

By Mark Schoeff Jr.
Stock investors make $6 billion bet on S&P 500 ETFs
INVESTING EQUITIES JUL 16, 2019
Stock investors make $6 billion bet on S&P 500 ETFs

Big inflows last week show investors are 'all-in on equities,' analyst says.

By Bloomberg
Fidelity adds low-cost funds, stepping up fee war
INVESTING MUTUAL FUNDS JUL 16, 2019
Fidelity adds low-cost funds, stepping up fee war

Asset manager says the new funds cost less than equivalent products at Vanguard.

By Bloomberg
Critics concerned with pending second wave of SEC share-class crackdown
INVESTING MUTUAL FUNDS JUL 16, 2019
Critics concerned with pending second wave of SEC share-class crackdown

Former SEC commissioner says agency is engaging in rulemaking by enforcement.

By Mark Schoeff Jr.
Advisers scramble to help retirees navigate looming Fed rate cut
INVESTING RIAS JUL 15, 2019
Advisers scramble to help retirees navigate looming Fed rate cut

The Fed's first interest-rate cut in a decade has advisers warning against chasing the bait of risk over safety.

By Jeff Benjamin