Results for "mutual funds & ETFs"

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Uncovering yield in emerging markets not for the faint of heart

October 18, 2019

Katherine Renfrew is the lead portfolio manager of the $530 million TIAA-CREF Emerging Markets Debt Fund (TEDNX), which has a five-star rating from Morningstar and has been a top percentile performer over the past 1-, 3-, and 5-year periods....

Passive proliferation slows, with 770,000 indexes scrapped in 2019

October 16, 2019

The seemingly inexorable march of passive investing looks to have hit a roadblock. The number of indexes around the world fell more than 20%, to 2.96 million, in 2019 as benchmark providers scrapped some of their gauges, according to a new report...

Michael Hasenstab fund loses $3 billion in a miserable quarter

October 16, 2019

Franklin Templeton's flagship Global Bond Fund lost $3 billion in the third quarter​ as two of its biggest investments soured. Total net assets in the fund managed by star investor Michael Hasenstab dropped from $33 billion to $30 billion...

SEC takes aim at second Cetera broker-dealer

October 15, 2019

On Friday, the Securities and Exchange Commission added Cetera Advisor Networks, a registered investment adviser and broker-dealer, as a defendant to an earlier lawsuit against Cetera Advisors. The August complaint alleged that Cetera Advisors...

How far will LPL move amid an industry price war?

October 15, 2019

Management at LPL Financial is trying to figure out how to wade deeper into the pricing war that discount broker and RIA custodian Charles Schwab Corp. ignited at the start of the month when it said it was eliminating commissions for online...

Fidelity eliminates commissions on online trades

October 10, 2019

Fidelity Investments is crashing the free-trading party, challenging rivals in a gambit to lure assets by ending commissions. The company will offer not only zero commissions for online buying and selling of U.S. stocks, exchange-traded funds...

How free trading threatens the RIA business model

October 10, 2019

With Fidelity Investments jumping on board Thursday as the fourth major discount brokerage firm to eliminate commissions for most online trades, the new game for brokerages officially centers on net interest income, or so the firms are suggesting....

Gold ETFs post longest run in a decade

October 9, 2019

As global tensions escalate and signs of a slowdown mount, more investors are turning to gold. Worldwide holdings in bullion-backed exchange-traded funds have expanded for 17 days in a row, the longest run of inflows since 2009. The total stash...

Barclays offers first zero-fee ETNs

October 8, 2019

Barclays is opening a new front in a brutal price war between asset managers. The British bank is starting the first no-fee exchange-traded notes in the U.S., joining a growing number of institutions that are offering investors their products...

Stock havens cost more than ever

October 7, 2019

Some of the highest valuations in years can't keep exchange-traded fund investors from hunkering down in the safest pockets of the U.S. equity market. As the S&P 500 Index began October with its third week of losses, utilities ETFs took in $726...

Why aren't advisers warming up to ESG?

October 5, 2019

The idea of investing to make money — and to make the world a better place — is becoming as common as buying an index fund. More people want to align their capital with their values nowadays, and they want to invest in companies that are...

Price-pressure trend shines new light on RIA-custodian relationships

October 4, 2019

The sudden wave of commission-free trade offers announced this week by some of the country's largest discount brokerages is shining a fresh spotlight on where the fees paid by consumers ultimately end up in the elaborate financial services industry...

Schwab's next target? Financial advisers

October 3, 2019

There's a showdown looming between financial advisers and the custodians that safeguard their clients' money. It's been brewing for some time, and the move by Charles Schwab Corp. on Tuesday to offer commission-free trading makes the clash all...

ETrade follows Schwab, TD, and cuts commissions to zero

October 2, 2019

Jumping on this week's brokerage industry trend, ETrade Financial Corp. has announced plans to eliminate online trading commissions for U.S. stocks, exchange-traded funds and options starting Monday. The announcement after the stock market closed...

ETrade hints at commission cuts on social media

October 2, 2019

In the wake of Tuesday's news that both Charles Schwab Corp. and TD Ameritrade Holding Corp. are eliminating brokerage commissions for U.S. stocks, ETFs and options, ETrade Financial Corp. has become a target of inquiry on social media. Viewed...

TD Ameritrade fires back at Schwab by cutting commissions to zero

October 1, 2019

Just 10 hours after Charles Schwab announced it was eliminating trading commissions on U.S. stocks, exchange traded funds and options starting Oct. 7, rival TD Ameritrade Holding Corp. upped the ante by cutting the same commissions starting...

Traders punish Schwab, TD, ETrade for move away from commissions

October 1, 2019

While investors and financial advisers using the Charles Schwab brokerage platform might be celebrating Tuesday's announcement of commission-free trading, the stock market had a different take on the news. Schwab, which expects to lose about...

Passive investing hasn't taken over the world

October 1, 2019

The battle is over: Passive investing is victorious. Active management has been defeated. By now, you surely know that Wall Street quakes at the mere mention of indexers, who devour all in front of them. Active managers, many of whom have since...

New way to invest in ETFs has backing of BlackRock and others

October 1, 2019

Dan McCabe is on a quest to transform your finances. The chief executive officer of Bedminster, N.J.-based Precidian Investments has a new way to invest that could make thousands of mutual funds obsolete, and he's persuaded the likes of BlackRock...

HSA fees drop, investment design shows improvement

October 1, 2019

Investment funds in health savings accounts have improved substantially over the past few years on several fronts, including fund options, quality and fees, according to a new report from Morningstar Inc. "You've seen definite improvements,"...

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