Mutual Funds

Displaying 5349 results
PRACTICE MANAGEMENT JAN 30, 2018
The mutual fund men's club needs more women

Only 2% of the $12 trillion in assets in U.S. open-end mutual funds are managed by women.

By Tara Lachapelle
MUTUAL FUNDS JAN 30, 2018
Wall Street can't derail the move to lower fees

Some firms are making it more expensive to buy Vanguard funds, but investors agree with Jack Bogle that "you get what you don't pay for"

By Nir Kaissar
FINTECH JAN 29, 2018
Orion launches direct indexing

Robo-advisers bringing the strategy to investors could disrupt the index fund business.

By Ryan W. Neal
MUTUAL FUNDS JAN 29, 2018
Morgan Stanley said to be trimming 600 funds from platform

While not confirming the number of funds on the chopping block, the firm acknowledged it is culling its offerings.

By John Waggoner
MUTUAL FUNDS JAN 24, 2018
New goal for ETF providers: Help advisers

Less time spent picking funds means more time with clients.

By John Waggoner
RETIREMENT PLANNING JAN 24, 2018
Fidelity pushes Vanguard to compete on brand in 401(k) plans

With Fidelity imposing an additional fee, Vanguard likely will look less attractive compared with comparably priced index-fund providers, advisers said.

By Greg Iacurci
MUTUAL FUNDS JAN 23, 2018
El-Erian warns advisers on ETF liquidity

If investors decide to exit exchange-traded funds en masse, things could get nasty, economist says.

By Bloomberg
EMERGING MARKETS JAN 23, 2018
Buy emerging markets for the growth, not the commodities

Tech, finance dominate MSCI index ETFs

By John Waggoner
MUTUAL FUNDS JAN 22, 2018
House panel backs bill to scrap floating prices for money funds

Committee vote is a victory for Federated Investors Inc. and pension funds

By Bloomberg
ETFS JAN 22, 2018
TD Ameritrade launches all-night trading for ETFs

Twelve funds now can be traded after-hours, but the list will grow, company says.

By Bloomberg
RETIREMENT PLANNING JAN 22, 2018
Fidelity charging new fee on Vanguard assets held in 401(k) plans

The 0.05% fee is ostensibly a response to Vanguard's distribution model, but may also make the company's funds less attractive due to higher cost.

By Greg Iacurci
RETIREMENT PLANNING JAN 22, 2018
Are you walking into a TDF trap?

Outdated assumptions about younger investors risk harming their returns.

By David M. Haviland
MUTUAL FUNDS JAN 19, 2018
Blockchain ETFs launch after bitcoin rout

The fund industry has a propensity to roll out products just as a market trend peaks.

By John Waggoner
MUTUAL FUNDS JAN 17, 2018
Legislation would make it harder for investors to sue mutual funds over high fees

A plaintiff would have to state in their initial complaint why fiduciary duty was breached, and then prove the violation with 'clear and convincing evidence.'

By Mark Schoeff Jr.
MUTUAL FUNDS JAN 16, 2018
Bitcoin ETF fast track derailed by SEC liquidity, safety worries

ProShares and VanEck offerings are among those withdrawn at the agency's request.

By Bloomberg
MUTUAL FUNDS JAN 16, 2018
A blockchain ETF by any other name smells sweeter to the SEC

Two new funds asked to remove the term from their titles at last minute

By Bloomberg
EQUITIES JAN 12, 2018
Energy funds rally sharply

But oil bump could be short-lived.

By John Waggoner
RIA NEWS JAN 12, 2018
Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

The deal brings together two fund families and financial advisory businesses.

By Jeff Benjamin
ETFS JAN 09, 2018
Take Five: Matt Hougan, Inside ETFs CEO predicts another record year for inflows

Advisers are driving demand because they are under pressure from their clients to reduce fees.

By John Waggoner
MUTUAL FUNDS JAN 04, 2018
Dividend hikes in the air

Analysts predict increases for dividend funds and ETFs.

By John Waggoner