Mutual Funds

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RETIREMENT PLANNING AUG 25, 2016
Some retirement plan record keepers resort to aggressive sales tactics with proprietary products

Some retirement plan record keepers resort to aggressive sales tactics with their proprietary products, offering discounted record-keeping services if proprietary funds are used. </br><i><b>(More on plan advice: <a href="//www.investmentnews.com/article/20160327/BLOG09/303279999/how-to-choose-a-plan-sponsor-partner-to-adapt-to-dol-fiduciary-rule&quot;" target="&quot;_blank&quot;" rel="noopener">How to choose a plan-sponsor partner to adapt to DOL fiduciary</a>)</b></i>

By Greg Iacurci
When outperformance puts active managers out of business
EQUITIES AUG 24, 2016
When outperformance puts active managers out of business

Taking on too much risk to stay on top.

By Jeff Benjamin
Money-market funds scramble ahead of SEC's floating NAV rule
MUTUAL FUNDS AUG 24, 2016
Money-market funds scramble ahead of SEC's floating NAV rule

Fund companies, investors move to avoid new fees and restrictions

By Jeff Benjamin
EQUITIES AUG 24, 2016
Keep index funds in perspective in the active-passive debate

The debate favors active because calculations are often skewed.

By Jeff Benjamin
What's active management's best hope? Look to the king of passive investing, Vanguard
EQUITIES AUG 24, 2016
What's active management's best hope? Look to the king of passive investing, Vanguard

By Bloomberg
EQUITIES AUG 24, 2016
Gender diversity becomes an investment strategy

<i>Breakfast with Benjamin</i> In the wake of the March launch of the SPDR SSGA Gender Diversity Index ETF (SHE), out rolls the Bloomberg Financial Services Gender Equity Index.

By Jeff Benjamin
The absurd fight over mutual fund reports you probably don't even read
EQUITIES AUG 23, 2016
The absurd fight over mutual fund reports you probably don't even read

Mutual funds argue an SEC proposal would save millions of trees, while paper companies say going digital would harm elderly investors.

By Bloomberg
EQUITIES AUG 23, 2016
ETF providers scramble to put Aug. 24 'flash crash' in rearview mirror

One-year anniversary shows lots of effort to calm nerves, rebuild investor trust.

By Jeff Benjamin
DOL rule bad for fund company profits
MUTUAL FUNDS AUG 23, 2016
DOL rule bad for fund company profits

Trend toward low-cost passive mutual funds will reduce margins.

By John Waggoner
ETFS AUG 23, 2016
SEC zeroes in on ETF risks and mutual fund charges

The agency is scrutinizing ETFs because of instances of sharp volatility, and has launched an initiative to evaluate how mutual funds can better inform investors about costs.

By Mark Schoeff Jr.
Bernstein: Passive investing is worse for society than Marxism
MUTUAL FUNDS AUG 22, 2016
Bernstein: Passive investing is worse for society than Marxism

The rise of passive asset management threatens to fundamentally undermine the entire system of capitalism, say analysts at research and brokerage firm Sanford C. Bernstein &amp; Co.

By Bloomberg
DOL fiduciary rule sparks LPL to standardize fees on mutual funds: CEO
INDEPENDENT BROKER DEALERS AUG 22, 2016
DOL fiduciary rule sparks LPL to standardize fees on mutual funds: CEO

New regulation was catalyst for broker-dealer to impose uniformity, says LPL Financial's Mark Casady.

By Bruce Kelly
Fees matter most when it comes to active management performance: Morningstar
EQUITIES AUG 22, 2016
Fees matter most when it comes to active management performance: Morningstar

Passive is leading now, but there is still hope for active management

By Jeff Benjamin
EQUITIES AUG 22, 2016
DoubleLine's Jeffrey Gundlach favors gold, and little else

Plus: Jim Cramer's mad method, prime money funds shrink, and how to have fewer regrets when you retire

By Jeff Benjamin
Advisers should think twice before adding volatility ETFs to client portfolios
MUTUAL FUNDS AUG 19, 2016
Advisers should think twice before adding volatility ETFs to client portfolios

By John Waggoner
Decision in AXA excessive-fee lawsuit preserves the status quo
LIFE INSURANCE AND ANNUITIES AUG 18, 2016
Decision in AXA excessive-fee lawsuit preserves the status quo

One attorney called the lawsuit an &quot;attack&quot; on the investment-management structure within variable annuities.

By Greg Iacurci
EQUITIES AUG 18, 2016
Presidential candidates should focus on ETFs in 401(k) plans

Plus: Saving society through active management, hedge fund investors head for the hills, and eating healthier food that actually tastes like food

By Jeff Benjamin
Investors' lust for bonds continues in their hunt for yield
MUTUAL FUNDS AUG 18, 2016
Investors' lust for bonds continues in their hunt for yield

Intermediate-term bonds took in $15 billion last month &amp;mdash; the largest inflow of any Morningstar category.

By John Waggoner
iShares, VanEck Vectors commodity ETFs lead comeback as supplies dwindle
MUTUAL FUNDS AUG 18, 2016
iShares, VanEck Vectors commodity ETFs lead comeback as supplies dwindle

Even coal, which has seen hundreds of mines close worldwide, is riding the commodity rally.

By John Waggoner
When clients call the stock market a big bubble, here's what to say
FINTECH AUG 17, 2016
When clients call the stock market a big bubble, here's what to say

By John Waggoner