Results for "mutual funds & ETFs"

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Mega bond sell-off spurs $1.2 billion outflow from Treasury fund

November 11, 2019

Investors are pulling the plug on a strategy tracking long-dated Treasuries as U.S. stocks trade near all-time highs. The iShares 20+ Year Treasury Bond exchange-traded fund (TLT) posted its worst week of outflows on record, with traders yanking...

401(k) advisers choosing to work with fewer asset managers

November 11, 2019

Retirement plan advisers are choosing fewer investment firms to manage their clients' 401(k) assets than they have in the past, which poses a distinct challenge to some asset managers, especially those specializing in active management. According...

Financial wellness? Better off getting back to basics

November 9, 2019

Plan design for 401(k)s is falling short, and record keepers shoulder some of the blame, according to some executives at retirement plan record-keeping and administration firms, who say that record keepers have the means to fix some of the problems....

Turns out military-friendly companies are also good investments

November 8, 2019

As thematic investment strategies go, a fund that invests in companies that support military personnel and their families could seem like a stretch — until you check its performance. The Pacer Military Times Best Employer ETF (VETS) is up...

Ken Fisher has a big bet on a risky corner of Wall Street

November 8, 2019

Billionaire Ken Fisher made his name and fortune picking stocks. But over the years he's also become a huge player in an arcane — and controversial — corner of Wall Street: exchange-traded notes. With little fanfare, his Fisher Investments...

Charles Schwab to launch TDF-managed account hybrid for 401(k)s

November 8, 2019

Charles Schwab & Co. plans to roll out a service for 401(k) participants next year that's a hybrid of a target-date fund and a managed-account advice service, following in the footsteps of a handful of prominent retirement-plan record keepers...

SEC calls out conflicts of interest in TDFs

November 7, 2019

The Securities and Exchange Commission took aim at conflicts of interest in target-date funds on Thursday, calling out a fund structure that holds the majority of 401(k) investors' assets. The agency's Office of Compliance Inspections and Examinations...

Liquid alternative ETFs are set to double their assets, report says

November 4, 2019

A relatively new category of exchange-traded fund is poised to hit it big, according to Greenwich Associates. Institutional investment in so-called liquid alternative ETFs — including products that seek to mirror hedge funds — will more...

For ETFs, there's a dark side to zero-cost investing

November 4, 2019

If something sounds too good to be true, it probably is. There's a dark side to the wave of cost cutting that's swept through the exchange-traded fund industry over the last 12 months. While every mom and pop in America can now pay nothing to...

Lower bond yields leave advisers pursuing controversial income strategy

October 30, 2019

As the Federal Reserve announces its third interest-rate cut of the year, after more than a decade spent trying to push rates higher, financial advisers are being forced to get creative when searching for income-producing investments for their...

This week marks beginning of a seasonal rally

October 28, 2019

As seasonal stock market trends go, there's nothing quite like the end of October when it comes to bullish outlooks. And this year could be better than most, according to market analysts. "Investors have been bidding up stocks because they believe...

Goldman joins retreat from Fisher's firm

October 25, 2019

Goldman Sachs Group Inc. is joining the exodus from Ken Fisher's firm. The Wall Street bank said Friday in a regulatory filing that it will be dropping Fisher Asset Management as the underlying manager of Goldman Sachs Multi-Manager Global Equity...

SEC official pushes back against criticism of share-class crackdown

October 23, 2019

A Securities and Exchange Commission official said Wednesday he doesn't understand why the agency is catching flak from some in the financial industry over its crackdown on inadequate disclosure of mutual fund fees. For more than a year, the...

SEC suggests advisers rebate revenue-sharing payments

October 22, 2019

Investment advisers may want to consider offsetting their advisory fees when they take revenue-sharing payments from funds following the release of a Securities and Exchange Commission analysis of potential conflicts of interest, according to...

The key to avoiding mutual fund capital gains distributions

October 22, 2019

It's that time of year again when the leaves start falling, everything becomes pumpkin- flavored and mutual funds announce their dreaded capital gains distributions. While the bulk of the cap gains distributions will be announced over the next...

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...

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