Mutual Funds

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Looking for stock tips from hedge fund managers? Try active manager Fidelity, instead
MUTUAL FUNDS AUG 17, 2016
Looking for stock tips from hedge fund managers? Try active manager Fidelity, instead

By John Waggoner
What's behind the gold price rally, and will it hold?
ALTERNATIVES AUG 17, 2016
What's behind the gold price rally, and will it hold?

High demand, stock market valuations, stingy bond yields and unorthodox monetary policy may be stoking the rally, which seems to have legs.

By Jeff Benjamin
PRACTICE MANAGEMENT AUG 16, 2016
Why aren't there more women fund managers?

Men still overwhelmingly dominate investment management, but women have made inroads, especially in money market funds.

By John Waggoner
SEC to audit RIAs over the types of mutual fund share classes they sell to clients
RIA NEWS AUG 16, 2016
SEC to audit RIAs over the types of mutual fund share classes they sell to clients

The agency is particularly interested in conflicts of interest where the adviser is also a broker-dealer or affiliated with a broker-dealer that gets fees from sales of particular share classes.

By John Waggoner
Fidelity files with SEC for new type of actively managed ETF
MUTUAL FUNDS AUG 15, 2016
Fidelity files with SEC for new type of actively managed ETF

Complex tracking basket that would be published daily a key component of the product.

By John Waggoner
Legendary mutual-fund manager Bill Miller cuts ties with Legg Mason
MUTUAL FUNDS AUG 12, 2016
Legendary mutual-fund manager Bill Miller cuts ties with Legg Mason

The stockpicker reached a deal to buy out Legg Mason's stake in the entity housing his funds, which he'll continue to run.

By John Waggoner
MUTUAL FUNDS AUG 12, 2016
No easy choices for investors looking to buck the herd with contrarian funds

Offerings from Fidelity, Columbia, Janus and others look for inflection points of maximum pessimism about a particular stock or industry.

By John Waggoner
State Street Global Advisers to shutter 12 unloved ETFs
MUTUAL FUNDS AUG 12, 2016
State Street Global Advisers to shutter 12 unloved ETFs

By John Waggoner
Bond-fund correlations increase interest-rate risk
ALTERNATIVES AUG 12, 2016
Bond-fund correlations increase interest-rate risk

Financial advisers should diversify into credit-risk strategies.

By Jeff Benjamin
Precious metals funds ride gold trade to 120% rally
EQUITIES AUG 11, 2016
Precious metals funds ride gold trade to 120% rally

Gold mining stocks continue to leverage rising gold prices.

By Jeff Benjamin
Active ETFs produce few stars and even fewer fans
EQUITIES AUG 11, 2016
Active ETFs produce few stars and even fewer fans

Mutual fund firms move defensively toward active ETFs.

By Jeff Benjamin
BlackRock, State Street, TIAA: Expect lower returns, higher volatility ahead
MUTUAL FUNDS AUG 11, 2016
BlackRock, State Street, TIAA: Expect lower returns, higher volatility ahead

The firms all say in their mid-year outlooks that investors should seek dividends and diversification. Some are betting on bond markets, gold and cash.

By John Waggoner
EQUITIES AUG 10, 2016
BlackRock chops 10 ETFs with solid returns but limited investor appeal

Plus: Central bankers have altered the financial world, the ABCs of smart-beta due diligence, and seven steps to transforming your advisory practice

By Jeff Benjamin
EQUITIES AUG 10, 2016
A case for cash when stock prices are off the charts

Plus: The end of hedge fund fees, a mutual fund for the marijuana industry, and the economics of not getting married.

By Jeff Benjamin
Nuveen Investments expands access to alternatives for financial advisers' wealthy clients
ALTERNATIVES AUG 10, 2016
Nuveen Investments expands access to alternatives for financial advisers' wealthy clients

Leaning on technology to streamline the process.

By Jeff Benjamin
Fidelity, American Century and Jefferies offer upbeat outlooks for second half of 2016
MUTUAL FUNDS AUG 10, 2016
Fidelity, American Century and Jefferies offer upbeat outlooks for second half of 2016

Big contrast with gloomy forecasts from BlackRock, State Street Global Advisers and TIAA.

By John Waggoner
Liquid alt imposters fall to the wayside
EQUITIES AUG 09, 2016
Liquid alt imposters fall to the wayside

Investors continue to ignore market hedging strategies.

By Jeff Benjamin
ETFs boost liquidity in times of financial stress
OPINION AUG 07, 2016
ETFs boost liquidity in times of financial stress

ETFs convey substantial benefits to investors while providing liquidity to our markets

By Paul Schott Stevens
Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI
RETIREMENT PLANNING AUG 04, 2016
Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI

Most traditional IRA investors start with rollovers.

By John Waggoner
NYSE owner Intercontinental Exchange targets bond ETFs business
MUTUAL FUNDS AUG 02, 2016
NYSE owner Intercontinental Exchange targets bond ETFs business

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By Bloomberg