Results for "mutual funds & ETFs"

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The chief ETF cost that advisors often overlook

September 16, 2019

If there is one hallmark of exchange traded funds most advisors agree on, it's the investment vehicle's low cost. That cost is typically measured by an ETF's expense ratio, a number that has become the de facto ETF yardstick. In fact, many advisors...

SEC continues to see problems with advisers selecting too-expensive share classes

September 13, 2019

More than 18 months after the Securities and Exchange Commission began a crackdown on inadequate mutual fund payment disclosures, the problem doesn't seem to be going away. In February 2018, the agency implemented an enforcement program encouraging...

How gold could replace bonds as a portfolio diversifier

September 11, 2019

Instead of trying to navigate the freewheeling price of gold over various market cycles, financial advisers might be better served by focusing on the precious metal's lack of correlation with other investments. That's the basic premise of a...

When strong performance sends ETF investors to the exits

September 6, 2019

In the latest sign of growing investor caution, strong performance is not enough to keep assets from moving out of some focused exchange-traded funds. For example, the $105 million Amplify Traditional Data Sharing ETF (BLOK) is up 21.5% from...

VanEck, SolidX offer ETF-like Bitcoin product

September 4, 2019

VanEck Securities Corp. and SolidX Management, a duo that have unsuccessfully petitioned the Securities and Exchange Commission for over a year to approve an exchange-traded fund that invests in Bitcoin, have found a workaround for some large...

Real life investor portrayed in 'The Big Short' sees bubble in passive investing

September 4, 2019

Michael Burry shot to fame and fortune by betting against mortgage securities before the 2008 crisis, a trade immortalized in "The Big Short." [More: 4 adviser takeaways from 'The Big Short'] Now, Mr. Burry sees another contrarian opportunity...

Best returns in August came from ETFs loved by gold bugs

August 30, 2019

Investing in gold and silver miners paid off this month for investors in equity exchange-traded funds. BlackRock Inc.'s iShares MSCI Global Gold Miners ETF, known as RING, has returned almost 14% in August, more than any other unleveraged stock...

Cetera Advisors charged with defrauding clients

August 30, 2019

The Securities and Exchange Commission charged Cetera Advisors Thursday with breaching its fiduciary duty and defrauding its retail advisory clients in connection with the sales of mutual funds, earning more than $10 million to which it was...

The upside of betting on inflation

August 29, 2019

With both interest rates and inflation near the floor, fixed-income investors are finding the best opportunity for yield in Treasury inflation-protected securities, or TIPs. "Right now, smarter people are jumping into TIPS because real rates...

Vanguard social-investing error prompts funds to check controls

August 22, 2019

Managers overseeing trillions in exchange-traded funds have been quietly meeting around Wall Street this week to check the quality controls on their funds, rattled after Vanguard Group Inc. mistakenly added shares of 11 companies, including...

ETF providers quietly dial back production

August 22, 2019

When it comes to exchange-traded funds, the asset management industry has been experiencing what sports franchises might call a rebuilding year, as some of the most prolific ETF providers have been dialing back on new product launches. ETF.com...

S&P 500 ETF separates truth from turbulence

August 21, 2019

The next time it seems as if the sky is falling, pull up the trading volume in the SPDR S&P 500 ETF Trust (SPY) for a reality check. Last Wednesday was one of those days. The S&P 500 Index was nearing a 3% drop, and it looked as if maybe this...

Faith-based funds attract loyal investors

August 20, 2019

Applying religious screens to mutual funds and ETFs is sometimes compared to investing with one hand tied behind your back, but that's just fine for a large and growing number of investors. "If people are really interested in faith-based investing,...

Finra fines former Morgan Stanley rep for impersonating a client

August 20, 2019

The Financial Industry Regulatory Authority Inc. has fined former Morgan Stanley broker John Tillotson $5,000 and suspended him for 15 days for impersonating five clients in five phone calls to a mutual fund company so that he could transfer...

Why Pimco fixed-income fund fell as long bonds rallied

August 19, 2019

The rally that lifted long-term U.S. bonds this month eluded the world's largest actively managed fixed-income fund. Dan Ivascyn's $130 billion Pimco Income Fund lost 1.07% since July 31. Its benchmark, the Bloomberg Barclays U.S. bond aggregate...

Cost to play bigger role in investment recommendations

August 19, 2019

Cost will soon play a more important role in the investment recommendations brokers make to clients. The Securities and Exchange Commission, as part of its recent overhaul of investment-advice standards for brokers and financial advisers, explicitly...

Stock volatility spurs worst run of ETF withdrawals in six months

August 19, 2019

A volatile few months for global stock markets is taking its toll on exchange-traded funds. Almost $18 billion fled U.S.-listed equity ETFs during the past three weeks, the most since February, according to data compiled by Bloomberg Intelligence....

Falling rates expose duration risk in bond funds

August 16, 2019

Falling interest rates across the global fixed-income market have proven to be a boon for certain bond funds that are pushing the limits on interest-rate risk. For example, by delivering promised longer-duration exposure, both the Pimco Extended...

Volatility reignites debate about market timing

August 15, 2019

Increased stock market volatility, including the market's 3% drop on Wednesday, has put financial advisers back into a position of defending buy-and-hold investing strategies to nervous clients. "A big part of our job is convincing people they're...

Franklin Templeton fund biggest loser as Argentine assets plummet

August 14, 2019

The dramatic decline in Argentine assets is wreaking havoc on some of the largest U.S. money managers. (More: The 4 biggest risks for US equity investors) Funds with high exposure to the South American nation tumbled Monday after President Mauricio...

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