The market may have rallied over the past several weeks, but Bill Gross is sticking to his opinion that investors will never again see the returns and profits of a few years ago.
Exchange-traded funds potentially make it easier for financial advisers to build a well-diversified portfolio that limits volatility by spreading risk. But the proliferation of more exotic ETFs — particularly leveraged and inverse ETFs — could blunt their diversification potential.
More financial advisers are now using exchange-traded funds than ever, but these investments still have a long way to go before they'll occupy a significant chunk of clients' portfolios.
Caterpillar Inc.'s announcement that it has reached a tentative settlement over the fees it charged its 401(k) plan participants may be bad news for plan sponsors, their advisers and mutual fund companies.
Morgan Stanley executives plan to sell the Van Kampen mutual fund business and Invesco Ltd. has emerged as the leading bidder among those invited to look at the unit, according to market sources who declined to be identified.
The executive in charge of distributing Janus Capital Group's mutual funds through financial intermediaries and international channels is stepping down Oct. 31.
Lord Abbett & Co. is offering discounts to clients who open an individual retirement account by April 15.
WisdomtTree Investments Inc. today launched an exchange-traded fund for investors who want to maintain exposure to international stocks without losing out to a rising U.S. dollar that could eat into returns.
David Ruder, founder of the Mutual Fund Directors Forum, is retiring as its chairman but will continue as chairman emeritus of the organization.
High on the mutual fund industry's “to do” list is defeating legislation that would impose a $150 billion-per-year tax on securities transactions.
A Supreme Court ruling expected this year on the standards that courts use to determine when mutual fund fees are excessive, and a renewed focus by the SEC on 12(b)-1 fees, guarantee that the mutual fund industry will spend a good deal of time debating fees in 2010.
The rally in commodities over the past few weeks has been closely linked to the weakness of the U.S. dollar, according to Charl Malan, who is part of the investment team managing $1.7 billion in two commodity funds at Van Eck Global.
If the trend is your friend, U.S. large-cap stocks will be the place to invest over the next several months, says Jim Porter, manager of the Aston/New Century Absolute Return ETF Fund (ANENX).
The stock market's relentless charge from its March lows shouldn't be taken for granted, since no rally lasts forever, according to portfolio manager Jeffrey Beamer, who maintains a constant hedge on every position in his Lacerte Guardian Fund (LGFIX) offered by Lacerte Capital Advisers LLC.
Total money market mutual fund assets fell by $51.13 billion to $3.269 trillion for the week, the Investment Company Institute said Thursday.
Legislation that in some cases would require target date fund managers to take on fiduciary responsibilities will be introduced by Senate Special Committee on Aging Chairman Herb Kohl, D-Wis.
Total assets in target date funds will grow to $2.6 trillion by 2018, attracting 80% of new and reallocated flows into defined-contribution plans for the next decade, according to a projection in a recent Casey Quirk & Associates LLC report.
In the wake of the performance meltdown of many target date funds, a growing number of 401(k) plans are adding target risk funds to their lineup.
The Global Women's Equality Fund seeks to invest in the best companies for women, rather than just screen out those companies that don't meet certain criteria.
