Results for "mutual funds & ETFs"

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Finra catches Kestra Financial overcharging customers

February 14, 2019

Kestra Financial has been fined $225,000 and required to pay $1.9 million in restitution for overcharging more than 3,200 mutual fund investors over a nine-year period, Finra announced. The Financial Industry Regulatory Authority Inc. reached...

Schwab, Fidelity expand commission-free ETF trading

February 12, 2019

Brokerage platform giants Charles Schwab Corp. and Fidelity Investments issued near-simultaneous announcements Tuesday morning that they are each expanding to more than 500 the number of commission-free ETFs on their respective platforms. The...

The true cost of passive investing

February 11, 2019

It seems as if passive investing — index and exchange-traded funds — has won the performance battle in today's financial markets. Trillions of investment dollars now rest in massive pools, while investors question why they pay active managers...

Zero-fee ETFs are the elephant in the room at industry summit

February 11, 2019

There's a Fidelity-sized cloud hanging over asset managers gathering this week at the marquee event for exchange-traded funds. After the $2.6 trillion Boston-based behemoth started selling mutual funds without an annual management charge last...

WisdomTree said to have explored sale to JPMorgan Chase

February 11, 2019

WisdomTree Investments Inc. explored a sale late last year and held talks with JPMorgan Chase & Co., according to people familiar with the matter. WisdomTree's negotiations with JPMorgan ended in December because the parties couldn't agree on...

Legg Mason to close a quarter of its ETFs

February 8, 2019

Legg Mason Inc., the Baltimore-based investment management company, plans to close a quarter of its ETFs next month. The firm is shutting three funds that focus on the U.S., emerging markets and developed markets outside the U.S. following a...

Stock pickers are excited as passive funds shed $16 billion

February 8, 2019

For stock pickers, it's the dream that will never die: An aging bull market prone to violent dislocations will revive their fortunes as they buy overlooked winners and snub losers. Things haven't gone according to plan over the years as the...

Vanguard defends the value of active bond funds

February 6, 2019

Quick — what's the first word you associate with Vanguard Group Inc., the $5.1 trillion investing giant? Perhaps it's "indexing" or "passive," referring to some of the asset manager's largest fund offerings, such as its $577 billion Vanguard...

HSAs give asset managers distribution outlet for in-house funds

January 30, 2019

Health savings accounts are getting more popular, and it's no surprise asset managers and retirement plan record keepers are debuting products to jump on the bandwagon. Voya Financial Inc. launched its first HSA platform last week, following...

Bank of America offers free trades on Merrill Edge to drive loyalty

January 30, 2019

Bank of America is hoping to lure millions of banking customers into its rewards programs by offering commission-free online trading for stocks and exchange-traded funds. Commission-free trading for the bank's top-tier rewards programs has been...

Largest energy ETF has worst week in 18 months

January 28, 2019

The largest exchange-traded fund focused on the energy sector is bleeding cash after oil's best run since October came to an end. The $13.4 billion Energy Select Sector SPDR Fund (XLE) lost $632 million last week, its largest weekly outflow...

Small-cap value funds see stunning rally

January 28, 2019

Whatever investors were spooked by at the end of 2018, they seem to have shrugged it off so far this year. Last year, the small-cap value funds category, as tracked by Morningstar, lost 15.5%, making it the worst-performing domestic equity fund...

The death of the fund — and what comes next

January 28, 2019

Mutual funds and ETFs are dead. In the next few years, the entire rationale for investing via funds will dissolve. Advances in technology have transformed industry cost structures. Absent the need to pool assets for volume discounts, advisers...

Advisers not sold on ESG fund strategies

January 25, 2019

Even a boom in exchange-traded funds touting their environmental, social and governance credentials isn't enough to convince investors to buy these strategies. A new report from Cerulli Associates, a Boston-based research and consulting company,...

BlackRock data leak also hit Envestnet financial advisers

January 23, 2019

BlackRock Inc.'s data leak has reached Envestnet Inc., a technology provider that serves financial advisers, and Axa Equitable, which sells life insurance and investment products. On Wednesday, Axa became the third company to disclose it was...

Morningstar says investors rushed the exits in 2018

January 17, 2019

Investors ran for cover in 2018, according to the latest data from Morningstar showing last year's level of net inflows into U.S. mutual funds. Net inflows into ETFs were the lowest since 2008. In a year that saw the S&P 500 Index finish down...

BlackRock's assets fall below $6 trillion amid market turmoil

January 16, 2019

The brutal stock market took its toll on BlackRock Inc. in the fourth quarter as institutions withdrew money from the company, pushing assets down from their record level. The world's largest asset manager reported assets under management declined...

Betting S&P 500 will fall, traders shift cash in leveraged ETFs

January 15, 2019

Investors are increasingly shifting away from bets that U.S. stocks will rise and flipping their cash into exchange-traded funds that profit when markets tumble. About $218 million has flowed out of bullish leveraged ETFs tracking the S&P 500...

Gundlach warns U.S. economy is floating on 'ocean of debt'

January 14, 2019

Jeffrey Gundlach said yet again that the U.S. economy is gorging on debt. Echoing many of the themes from his annual "Just Markets" webcast Tuesday, Mr. Gundlach took part in a roundtable of 10 of Wall Street's smartest investors for Barron's....

$1.8 billion record inflow into junk-bond ETF

January 14, 2019

A record inflow into the largest high-yield debt ETF can't mask lingering nerves among investors. The $14.8 billion iShares iBoxx High Yield Corporate Bond exchange-traded fund absorbed nearly $1.8 billion last week, the highest amount ever,...

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