Mutual Funds

Displaying 5349 results
Fintechs find new focus helping clients with cash management
FINTECH APR 26, 2019
Fintechs find new focus helping clients with cash management

Robo-advisers, lenders and stock trading apps are all launching high-yield savings accounts.

By Ryan W. Neal
American Funds, Empower forge partnership on 401(k) managed accounts
RETIREMENT PLANNING APR 26, 2019
American Funds, Empower forge partnership on 401(k) managed accounts

Deal could benefit American Funds by providing more asset retention and increased exposure among plan sponsors.

By Greg Iacurci
Muni funds land a year's worth of cash in four months
MUTUAL FUNDS APR 25, 2019
Muni funds land a year's worth of cash in four months

Money coming from people who saw their tax bills rise as a result of the cap on state and local tax deductions.

By Bloomberg
Robo researcher claims SoFi trades triggered capital gains tax hit
FINTECH APR 25, 2019
Robo researcher claims SoFi trades triggered capital gains tax hit

SoFi reportedly did not provide advanced notice before swapping Vanguard funds for proprietary ETFs.

By Ryan W. Neal
American Funds veteran sees bright future for defensive active management
EQUITIES APR 24, 2019
American Funds veteran sees bright future for defensive active management

Joyce Gordon reflects on how she became a conservative portfolio manager.

By Jeff Benjamin
Franklin plans to cut up to 5% of workforce
PRACTICE MANAGEMENT APR 23, 2019
Franklin plans to cut up to 5% of workforce

Fund company attempts to cut costs as it faces continued outflows.

By Bloomberg
Smart money is pouring into fixed income
RIA NEWS APR 19, 2019
Smart money is pouring into fixed income

Tighter yield spreads, market risk and the threat of higher taxes are seen driving financial advisers toward bonds.

By Jeff Benjamin
When disclosing conflicts of interest, wiggle words like 'may' may not be good enough
RIA NEWS APR 19, 2019
When disclosing conflicts of interest, wiggle words like 'may' may not be good enough

SEC's case pending in D.C. Circuit Court could change how ADVs are written

By Mark Schoeff Jr.
SEC cracks down on share-class disclosure after self-reporting initiative ends
MUTUAL FUNDS APR 18, 2019
SEC cracks down on share-class disclosure after self-reporting initiative ends

Firms that didn't participate are now vulnerable to enforcement investigations, lawyers say.

By Mark Schoeff Jr.
Vanguard sees nearly half of all fund inflows in first quarter
MUTUAL FUNDS APR 18, 2019
Vanguard sees nearly half of all fund inflows in first quarter

Pursuit of low-cost, passive strategies sends $62 billion into Vanguard Funds, more than its three biggest competitors combined

By Jeff Benjamin
New ETF offers a way to bet on credit volatility
ETFS APR 17, 2019
New ETF offers a way to bet on credit volatility

The London-listed exchange-traded fund arrives amid calm junk-bond markets

By Bloomberg
Thirst for diversification leads more advisers to interval funds
RIA NEWS APR 16, 2019
Thirst for diversification leads more advisers to interval funds

They're trading liquidity for access to asset classes normally out of reach for retail investors.

By Jeff Benjamin
$4 trillion rally in S&P 500 has buyers flooding world's largest ETF
ETFS APR 15, 2019
$4 trillion rally in S&P 500 has buyers flooding world's largest ETF

The SPDR S&P 500 ETF saw more than $5.6 billion in inflows last week.

By Bloomberg
6 big takeaways from Larry Fink's letter to shareholders
MUTUAL FUNDS APR 12, 2019
6 big takeaways from Larry Fink's letter to shareholders

BlackRock's chairman and CEO thinks returns are tougher to find, the retirement crisis looms large and asset managers are far too focused on the short term.

By Greg Iacurci
SEC cracks down on ETF names that could be misleading
ETFS APR 12, 2019
SEC cracks down on ETF names that could be misleading

More than a third of thematic exchange-traded funds that started last year tweaked their names during the regulator's approval process.

By Bloomberg
Who benefits the most from non-transparent ETFs?
MUTUAL FUNDS APR 12, 2019
Who benefits the most from non-transparent ETFs?

Look past the opaqueness of the portfolio and think of them as better than mutual funds.

By Jeff Benjamin
Betterment adds Dimensional Fund Advisors to its adviser robo
FINTECH APR 11, 2019
Betterment adds Dimensional Fund Advisors to its adviser robo

Advisers will still need to get DFA's approval to access its mutual funds.

By Ryan W. Neal
You won't believe how some advisers are hedging market risk
RIA NEWS APR 11, 2019
You won't believe how some advisers are hedging market risk

As the risk of a recession and market pullback mounts, some advisers taking risk completely off the table.

By Jeff Benjamin
BlackRock wages secret fee war for junk-debt ETF investors
ETFS APR 09, 2019
BlackRock wages secret fee war for junk-debt ETF investors

State Street and DWS Group have also quietly cut fees on high-yield bond ETFs.

By Bloomberg
ETF that doesn't reveal its assets poised to get SEC OK
ETFS APR 09, 2019
ETF that doesn't reveal its assets poised to get SEC OK

Precidian Funds has been waiting four years for the agency's approval

By Bloomberg