Results for "mutual funds & ETFs"

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Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans

July 9, 2019

Fidelity Investments said it is legally entitled to payments it receives in connection with 401(k) investments and that the collection of such fees has become necessary for record keepers given the prevailing economics of the industry. Fidelity,...

Cannabis ETFs face a 'day of reckoning'

July 8, 2019

There may be trouble ahead for the growing number of exchange-traded funds that invest in cannabis companies. Pot ETFs face a "day of reckoning" within the next couple of years as investor interest in the industry — which has returned more...

Morningstar emphasizes fees, performance in upgrade of fund ratings

July 8, 2019

In the latest iteration of its forward-looking analysts' ratings,​ Morningstar Inc. is placing more emphasis on fees and raising the bar for actively managed funds, which will be required to beat both their benchmark and their peer group to...

Correcting three misconceptions about ETFs

July 8, 2019

There are probably no hard numbers to prove it but I'm guessing the odds are good that, despite the increasing popularity of exchange traded funds, most investors don't really understand the mechanics of them. It's not that being an expert in...

Zombie ETFs liquidated at a record pace in first half

July 3, 2019

It's getting more and more difficult to prevail in the crowded market for exchange-traded funds. A record 58 ETFs were liquidated in the six months through June, marking the industry's worst-ever start to a year, according to data compiled by...

Active managers putting pressure on index funds

July 1, 2019

It's too early to claim a revival for active management, but based on the solid performance this year, it might also be premature to give up on active management all together. According to CFRA, in the first half of this year, 49% of actively...

American Century taps DFA vets for new factor-based business

June 26, 2019

If there was any doubt about American Century Investments' commitment to its expansion into the exchange-traded funds space, the $168 billion asset manager has put those doubts to rest with the launch of Avantis Investors. The new Los Angeles...

Bond ETFs nearing record inflows for first half

June 26, 2019

As the risk of an economic slowdown lingers, exchange-traded fund investors are seeking shelter in bond funds. They've poured about $72 billion into fixed-income ETFs this year through Friday, with the funds on track for their biggest first-half...

Should financial advisers be paying more attention to private equity?

June 24, 2019

Excitement for greater access to private-equity investments was sparked by a Wall Street Journal story Monday that The Vanguard Group may be pondering a move into the space. While the $5.2 trillion Malvern, Pa.-based asset manager told InvestmentNews...

Fed signal sends advisers into fixed-income scramble

June 21, 2019

The Federal Reserve Board's signal earlier this week that it is preparing for its first interest-rate cut in 10 years sent a chill through some corners of the financial planning industry, as rate cuts typically indicate rough times ahead. "We...

DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

June 19, 2019

As fears of an economic slowdown and a recession continue to climb, including new signs that the Federal Reserve​ is​ on track to cut interest rates later this year, financial advisers are revisiting the pros and cons of turning to gold...

4 things to look for when picking an ESG manager

June 19, 2019

Environmental, social and governance investment strategies continued to enjoy a significant increase in assets, rising $8.7 trillion in just two years to $12 trillion in the U.S. alone, according to a 2018 report from the US SIF Foundation....

Tax considerations when gifting stock

June 19, 2019

Gifting stock to friends and family members can be tricky — there are several ways investors can get tripped up and make a poor decision from a tax standpoint. Below are some considerations for financial advisers to ensure their clients are...

Tapping into the anomaly of low-volatility investing

June 18, 2019

Regardless of what's going on in the markets or the economy, financial advisers know that most clients like their portfolio volatility in small portions, if at all. Even though the practical meaning of volatility includes both up and down moves,...

ETF traders push back against proposal for bond reporting lag

June 17, 2019

An audacious plan to give bond dealers more time to reveal large corporate-debt transactions has sparked a blowback from traders of exchange-traded funds. Jane Street Group, one of the largest ETF market-makers, hedge fund Citadel and an association...

Target-date fund design may be wrong for retirees

June 17, 2019

Prominent retirement researchers are questioning whether target-date funds, the golden goose of the 401(k) industry, are structured appropriately. TDFs have become the preferred investment for 401(k) savers, now holding about $1.1 trillion in...

BlackRock: Focus on ETF quality, rather than cost

June 13, 2019

BlackRock Inc. is tired of the conversation about cost. The world's largest asset manager, which runs some of the cheapest investment products available, plans to place a greater focus on the quality of the engineering, construction and management...

As market indicators go, the president trumps everything

June 6, 2019

Whether you like him or not, President Donald J. Trump is having a measurable impact on the financial markets, although maybe not in the ways he expects or would prefer. "Trump has a particular talent for causing wedges, driving markets and...

Price war expands as Fidelity cuts fees for target-date funds

June 5, 2019

Fidelity Investments is cutting fees for a popular retirement vehicle called target-date funds as a price war among financial giants spreads across products. The Boston-based company announced Wednesday a 14% price reduction on entry-level share...

'Dumb money' in ETFs isn't so dumb after all

June 5, 2019

Retail investors in exchange-traded funds have found a smart strategy to deal with the never-ending stream of market drama inspired by President Donald J. Trump: Ignore it. This group of investors has most likely earned more in the market than...

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