Results for "mutual funds & ETFs"

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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...

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...

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...

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....

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...

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...

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...

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...

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...

State Street fires another salvo in the ETF fee war

September 19, 2019

Facing two years' worth of proof that investors are becoming increasingly cost-conscious, State Street Global Advisors is converting seven exchange-traded funds to fit into its suite of low-fee ETFs. The move is the latest by an ETF provider...

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...

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...

Schwab cuts online brokerage fees to zero

October 1, 2019

Charles Schwab & Co. pushed the fee war to the next level Tuesday morning by announcing that it will eliminate commissions for online trading of U.S. stocks, exchange-traded funds and options starting next Monday. The brokerage platform currently...

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...

SEC reaches nearly $10 million settlement with 17 additional firms in share-class crackdown

September 30, 2019

Another 17 investment advisory firms have agreed to return nearly $10 million to investors in the latest round of settlements in the Securities and Exchange Commission's crackdown on inadequate disclosure of mutual fund fees, the agency announced...

Commonwealth Financial fires back at SEC charges of conflicts of interest

October 3, 2019

Commonwealth Financial Network earlier this week shot back at charges from the SEC that it failed to disclose material conflicts of interest related to revenue-sharing. Commonwealth Financial's clients were not deceived by any fee payments or...

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...

5 misimpressions drive baseless warnings for mutual fund industry

September 23, 2019

The mutual fund industry has supposedly reached a significant tipping point: Assets in U.S. index mutual funds and exchange-traded funds have surpassed those in U.S. actively managed funds, according to preliminary data from Morningstar. The...

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...

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