Mutual Funds

Displaying 5317 results
T. Rowe Price to launch new asset management business
INVESTING ETFS NOV 19, 2020
T. Rowe Price to launch new asset management business

The new platform will be seeded with six funds managing $167 billion in a effort to manage capacity issues

DFA plans $20 billion dive into ETF market
INVESTING MUTUAL FUNDS NOV 17, 2020
DFA plans $20 billion dive into ETF market

In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds

Should 401(k)s require a test for savers to invest outside of target dates?
INVESTING RETIREMENT PLANNING NOV 17, 2020
Should 401(k)s require a test for savers to invest outside of target dates?

Terms like 'mutual fund' and 'passive investing' are misunderstood, and those who can't define them are less likely to invest and save for retirement, according to a new report

Robinhood army swells thematic ETFs
INVESTING MUTUAL FUNDS NOV 17, 2020
Robinhood army swells thematic ETFs

Funds built around a theme have taken in more than $20 billion so far this year

SEC fines five firms $3 million over unsuitable exchange-traded volatility products
INVESTING ETFS NOV 13, 2020
SEC fines five firms $3 million over unsuitable exchange-traded volatility products

American Portfolios, Benjamin Edwards, Royal Alliance, Securities America, Summit Financial to pay

Amway's 401(k) at center of lawsuit
INVESTING RETIREMENT PLANNING NOV 11, 2020
Amway's 401(k) at center of lawsuit

The multi-level marketing company's plan had allegedly excessive fees, according to the complaint

Money-market debit cards for clients? Franklin CEO on the future of advice
INVESTING RETIREMENT PLANNING NOV 04, 2020
Money-market debit cards for clients? Franklin CEO on the future of advice

Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum

Northern Trust target dates called out in two 401(k) lawsuits
INVESTING RETIREMENT PLANNING NOV 03, 2020
Northern Trust target dates called out in two 401(k) lawsuits

The similar cases, against Allstate and Northern Trust, were also brought by the same law firms

DOL took 'ESG' out of rule, added new hurdle for 401(k)s
INVESTING RETIREMENT PLANNING NOV 02, 2020
DOL took 'ESG' out of rule, added new hurdle for 401(k)s

Plan fiduciaries could have to prove that nonfinancial factors of ESG funds are in the best interest of workers, one lawyer said

BlackRock launches small-cap value ETF, defying market trends
INVESTING EQUITIES OCT 30, 2020
BlackRock launches small-cap value ETF, defying market trends

Both small-cap shares and value strategies have taken a beating this year as the coronavirus sparked an economic crisis

SEC approves rule limiting use of derivatives in funds
INVESTING ETFS OCT 28, 2020
SEC approves rule limiting use of derivatives in funds

Agency also seeks comments on whether additional rules are needed to protect investors buying complex products

Why are advice firms still trying to ride a bull market?
INVESTING PRACTICE MANAGEMENT OCT 26, 2020
Why are advice firms still trying to ride a bull market?

The industry is overly dependent on the markets for revenue growth, according to an InvestmentNews pricing study

Investment Company Institute appoints Eric Pan chief executive
INVESTING MUTUAL FUNDS OCT 20, 2020
Investment Company Institute appoints Eric Pan chief executive

Former SEC, CFTC official puts mutual fund disclosure, ESG policy at top of agenda

New asset manager tests adviser appetite for targeted ETFs
INVESTING MUTUAL FUNDS OCT 15, 2020
New asset manager tests adviser appetite for targeted ETFs

Gabriel Hammond's latest venture is setting its sights on private markets

A record $170 billion flooded into bond ETFs this year
INVESTING MUTUAL FUNDS OCT 13, 2020
A record $170 billion flooded into bond ETFs this year

The Fed's March announcement that it would buy corporate debt ETFs served as a stamp of approve for the sector

Salesforce 401(k) suit dismissal a reprieve amid much litigation
INVESTING RETIREMENT PLANNING OCT 12, 2020
Salesforce 401(k) suit dismissal a reprieve amid much litigation

A federal judge tossed the excessive-fee claims, though they will likely be refiled

ETF price wars may resume
INVESTING MUTUAL FUNDS OCT 12, 2020
ETF price wars may resume

Big new entrants to the exchange-traded fund market are rolling out funds with low expense ratios

Green investments rally ahead of potential 'blue wave' election
INVESTING ESG OCT 09, 2020
Green investments rally ahead of potential 'blue wave' election

Targeted ETF strategies are up more than 80% so far this year as Biden gains steam

SEC streamlines process for creation of fund of funds
INVESTING MUTUAL FUNDS OCT 07, 2020
SEC streamlines process for creation of fund of funds

Under the new rule, most arrangements won't need individual approval

TriNet sued over MEPs
INVESTING RETIREMENT PLANNING OCT 06, 2020
TriNet sued over MEPs

Law firm Capozzi Adler, which has been the most active 401(k) litigator this year, filed the class-action complaint against the HR provider