Mutual Funds

Displaying 5349 results
Should financial advisers be paying more attention to private equity?
ALTERNATIVES JUN 24, 2019
Should financial advisers be paying more attention to private equity?

While Vanguard denies reports it is jumping into the space, there is appeal among some investors for noncorrelated fund options.

By Jeff Benjamin
Fed signal sends advisers into fixed-income scramble
RIA NEWS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

By Jeff Benjamin
Weatherbie team turns Alger fund into a top performer
MUTUAL FUNDS JUN 20, 2019
Weatherbie team turns Alger fund into a top performer

Portfolio manager Joshua Bennett tells InvestmentNews how the 'Weatherbie 50' helped the Alger SMid Cap Focus Fund find its groove.

By Jeff Benjamin
4 things to look for when picking an ESG manager
RIA NEWS JUN 19, 2019
4 things to look for when picking an ESG manager

The challenge is identifying which ESG products are leveraging meaningful data and analysis in a thoughtful way, consistent with the investor's philosophy.

By Mamadou-Abou Sarr
Tax considerations when gifting stock
MUTUAL FUNDS JUN 19, 2019
Tax considerations when gifting stock

Before gifting stocks to friends and family, investors and advisors should consider the tax implications.

By Ramon Berenguer
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk
RIA NEWS JUN 19, 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

Slowing economy and a nervous Fed have advisers rethinking the controversial metal.

By Jeff Benjamin
Tapping into the anomaly of low-volatility investing
RIA NEWS JUN 18, 2019
Tapping into the anomaly of low-volatility investing

Such strategies challenge the principles of risk and reward.

By Jeff Benjamin
ETF traders push back against proposal for bond reporting lag
ETFS JUN 17, 2019
ETF traders push back against proposal for bond reporting lag

Reducing transparency around corporate debt transactions could raise risks for ETF traders and boost costs for investors.

By Bloomberg
Target-date fund design may be wrong for retirees
RETIREMENT PLANNING JUN 17, 2019
Target-date fund design may be wrong for retirees

Researchers suggest the funds don't adequately hedge against sequence-of-returns risk in retirement.

By Greg Iacurci
BlackRock: Focus on ETF quality, rather than cost
ETFS JUN 13, 2019
BlackRock: Focus on ETF quality, rather than cost

Asset manager plans to roll out thematic funds based on five 'megatrends.'

By Bloomberg
As market indicators go, the president trumps everything
RIA NEWS JUN 06, 2019
As market indicators go, the president trumps everything

Quantifying news reports about Trump can help predict where markets are heading.

By Jeff Benjamin
Price war expands as Fidelity cuts fees for target-date funds
MUTUAL FUNDS JUN 05, 2019
Price war expands as Fidelity cuts fees for target-date funds

Total net expenses for 21 of firm's 22 index funds will be lower than that of similar Vanguard Group products.

By Bloomberg
'Dumb money' in ETFs isn't so dumb after all
PRACTICE MANAGEMENT JUN 05, 2019
'Dumb money' in ETFs isn't so dumb after all

Retail investors have put money into the market every month since Trump was elected, ignoring trade tensions, the Mueller investigation and a host of other issues.

By Eric Balchunas
ETFs now used by 88% of advisers, FPA survey finds
FINTECH JUN 04, 2019
ETFs now used by 88% of advisers, FPA survey finds

Clients interested in marijuana/cannabis stocks, cryptocurrencies and ESG/socially responsible investing

By InvestmentNews
Investors are headed to extra innings
EQUITIES JUN 04, 2019
Investors are headed to extra innings

Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.

By Michael Arone
LPL cuts ticket charge for some ETFs on key RIA platforms
MUTUAL FUNDS MAY 30, 2019
LPL cuts ticket charge for some ETFs on key RIA platforms

Transaction charges for three ETF managers will drop 45%.

By Bruce Kelly
Overlooked fund category is dominating 2019
RIA NEWS MAY 29, 2019
Overlooked fund category is dominating 2019

Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.

By Jeff Benjamin
Wealthfront has courted controversy with risk-parity fund
FINTECH MAY 28, 2019
Wealthfront has courted controversy with risk-parity fund

Critics see a volatile product that has underperformed benchmarks and contains difficult-to-understand costs.

By Bloomberg
Trade-war threat presents opportunities for energy investments
MUTUAL FUNDS MAY 23, 2019
Trade-war threat presents opportunities for energy investments

Master limited partnerships are riding high.

By Jeff Benjamin
How one adviser is getting ahead of the hot IPO market
RIA NEWS MAY 22, 2019
How one adviser is getting ahead of the hot IPO market

Fund will tackle the risks and rewards of buying companies before they go public.

By Jeff Benjamin