Results for "index funds"

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American Funds files for new share class to cut fund expense ratios

October 21, 2016

In the latest example of the impact of the Department of Labor's fiduciary rule, American Funds has filed with the Securities and Exchange Commission to create a stripped-down mutual fund share class. The new F3 shares will be free of commission,...

REIT investors brace for a December rate hike

October 13, 2016

A solid run for the real estate category this year, boosted by it becoming an eleventh sector of the S&P 500 Index, has lost some steam recently amid fresh concerns of a December interest rate hike. While most market watchers say such short-term...

Financial advisers miss the mark by measuring alternative investments against stock market

October 12, 2016

There are plenty of reasons for financial advisers to be leery of alternative investments, but most of them are related to a lack of understanding and comparisons to the wrong kinds of benchmarks. In the wake of an unprecedented bull market...

Fidelity fires the latest salvo in ETF fee war

October 12, 2016

Fidelity Investments on Wednesday made the latest move in the exchange-traded fund fee war by removing commissions on “all the newly price-reduced U.S. iShares Core ETFs.” The announcement is promoted as building on Fidelity's alliance with...

Stock market falls into earnings season

October 12, 2016

Earnings season kicks off with a little stock market selloff. Just enough of a dip to keep us on our toes, but not enough to keep us up at night. “You are coming up against very low expectations.” The price of gold is signaling an increased...

Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up

October 7, 2016

Charles Schwab & Co. (SCHW) re-entered the ETF fee war Friday, announcing fee cuts to five of its exchange-traded funds. While the expense cuts were modest — one basis point, or 1/100th of a percentage point — the move underscores the fierce...

The race for lower fees shines a light on smart beta

October 6, 2016

As BlackRock Inc. throws down the gauntlet with some sweeping price cuts across its exchange-traded funds lineup, it's only logical to assume the increasingly popular smart beta strategies will be next in line to feel the spreading pressure...

Deutsche Bank turmoil exposes ETN counter-party risk

October 4, 2016

Nearly two dozen exchange-traded notes have come into Deutsche Bank's troubled shadow. Counterparty risk assessments. Projecting the next move for stocks. Going down to go up. Dissecting the dividend-payer buzz. Is dividend payment mandatory?...

Testing the limits of ETF tax efficiency

September 28, 2016

Investors in exchange-traded funds don't normally have to fret about tax bills, because tax efficiency is one of the main sales pitches right along with transparency, liquidity and lower fees. But thanks to recent adjustments in certain indexes...

The downside of negative interest rates

September 27, 2016

Don't buy the hype; negative interest rates hurt more than they help. Benefitting borrowers, but taxing savers and retirees. What central bankers see that nobody else does. Measuring the gravity of the DOL rule has 18% of advisers thinking of...

Tonight's presidential debate puts the markets on edge

September 26, 2016

Tonight's presidential debate will be watched as a potential disruptor for the equity markets. It all depends on how well the candidates can execute their fight plans. “The markets may react to a perceived shift in momentum.” Taking a look...

DOL fiduciary rule expected to put new pressure on mutual fund expenses

September 23, 2016

The ripple effects of the Department of Labor's fiduciary rule is expected to put new pressure on mutual fund fees, and could even lead to fewer fund share classes, according to a report from S&P Global Market Intelligence. The DOL rule, which...

Old school fund companies Goldman, JPMorgan wade deeper into ETF market

September 16, 2016

Old-line asset management shops are continuing to wade deeper into the ETF market, seemingly embracing the notion that 'if you can't beat 'em, join 'em.' Over the past few weeks, Goldman Sachs Asset Management, JPMorgan Asset Management, and...

Investors pile in as REITs move closer to S&P 500 sector status

September 15, 2016

The establishment of real estate as an eleventh sector of the S&P 500 Index is morphing into a near-term investment strategy, according to some market watchers. The real estate play, ahead of REITs' elevation to sector status on Friday, is seen...

The gloves come off in the legal fight between Pimco and Bill Gross

September 15, 2016

Things are getting ugly in the court battle between Pimco and Bill Gross. The latest claim is the that renowned Bond King may have destroyed documents relevant to the lawsuit. “The only party trying to play 'hide the ball' is Pimco.” Meb...

The presidential election fear factor puts economy at risk

September 13, 2016

What the majority of Americans fear most about the upcoming presidential election is the election itself — and that might be the scariest part of all. A new survey by Bankrate.com found that 61% of Americans believe the election's outcome...

Financial advisers navigate Federal Reserve comments and Hillary Clinton's health

September 12, 2016

Financial advisers are bracing for typical September stock market gyrations, that will likely include a few new twists related to the unorthodox presidential election. Stocks rebounded slightly on Monday, following a jarring 2.5% drop on Friday...

Time to start navigating that minefield of mutual fund capital gains

September 9, 2016

Heading into capital gains distribution season for mutual funds, there are some potential pitfalls worth noting for financial advisers. Don't assume a fund will always be tax friendly. The muni-bond lovefest continues. Investors are pouring...

Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton

September 9, 2016

The 2016 presidential campaign is anything but ordinary, which is a big part of the reason financial advisers should not be banking on ordinary election-year stock market results. “I don't think the market is moving with any precision towards...

Morningstar to help advisers compare ETFs to mutual funds

September 8, 2016

Morningstar Inc. is embracing the model used by more financial advisers by combing exchange-traded funds and open-end mutual funds into the same peer groups when calculating fund ratings. The financial-data tracking firm also announced Thursday...

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