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Mutual Funds and ETFs

Displaying 167 results

Topic
  • News
  • January 27, 2020

Low fees should serve as wake-up call for advisers

ETF conference drives home the point that advisers need to identify their value to clients

Topic
  • News
  • January 27, 2020

Asset managers lock horns over potential $7 trillion opportunity

Big fund companies are competing to promote a new type of actively managed ETF

Topic
  • News
  • January 23, 2020

TIAA will offer HSA to its retirement plan clients

Accounts will offer TIAA and Nuveen mutual funds

Topic
  • News
  • January 17, 2020

Active equity funds bled $41.4 billion in 2019: Morningstar

In sixth straight year of net inflows, passive funds pulled in $162.8 billion

Topic
  • News
  • January 16, 2020

Cryptocurrency trading platform introduces SMAs for digital assets

SFOX hopes the SMA platform will help more financial advisers manage cryptocurrency assets on behalf of clients

Topic
  • News
  • January 15, 2020

Advisers continue to increase allocations to ETFs, study finds

RIAs, younger advisers heaviest users of exchange-traded funds, says Broadridge

Topic
  • News
  • January 14, 2020

WisdomTree adds blockchain infrastructure to ETF ecosystem

The asset manager led a $17.65 million round of funding in tech startup Securrency

Topic
  • News
  • January 14, 2020

BlackRock puts climate at center of $7 trillion strategy

Changes outlined in CEO Larry Fink's annual letter include doubling BlackRock's lineup of sustainable ETFs

Topic
  • News
  • January 10, 2020

Time to check under the hood of that index fund

Here's one more reason to avoid picking a fund based on past performance

Topic
  • News
  • January 10, 2020

Brand-name loyalty is not always the best investment strategy

Advisers are too focused on the largest and most popular fund companies, according to Cerulli research

Topic
  • News
  • January 9, 2020

Bond ETFs come of age

The $150 billion that flowed into bond exchange-traded funds in 2019 herald a new order

Topic
  • News
  • January 6, 2020

Controversial dual-class stocks get their own ETF

Exchange Traded Concepts will offer a fund that tracks companies that issue at least two types of shares

Topic
  • News
  • December 31, 2019

‘Hunger Games’ erupts for ETFs as debuts fall to five-year low

Fund closures spiked this year at the same time that asset managers set up the fewest new ETFs since 2014

Topic
  • News
  • November 26, 2019

SEC proposes tougher sales rule for exchange-traded products

The agency, concerned about consumer protection, says clients need a baseline understanding of product risk

Topic
  • News
  • November 4, 2019

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

Funds that eliminate management fees have to figure out how to pay for such expenses as record keeping and licensing an index.

Topic
  • News
  • October 9, 2019

Gold ETFs post longest run in a decade

Bullion has rallied 18% so far this year as the trade war threatens global growth.

Topic
  • News
  • April 17, 2019

New ETF offers a way to bet on credit volatility

The London-listed exchange-traded fund arrives amid calm junk-bond markets

Topic
  • News
  • April 9, 2019

ETF that doesn’t reveal its assets poised to get SEC OK

Precidian Funds has been waiting four years for the agency's approval

Topic
  • News
  • February 28, 2019

`Investing on steroids’ pays off as thematic ETFs outperform

Funds focused on solar power, marijuana and clean energy have gotten off to a strong start this year.

Topic
  • News
  • February 25, 2019

Social Finance plans no-fee ETFs

Online lender SocialFinance will waive management fees on two stock funds for at least the first year