Mutual Funds

Displaying 5317 results
Latest ETF launch promotes social justice
INVESTING ESG OCT 05, 2020
Latest ETF launch promotes social justice

The new fund joins a short list of other exchange-traded products that have had mixed investing results

Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson
INVESTING MUTUAL FUNDS OCT 02, 2020
Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson

Fund reportedly sees opportunities in consolidating asset management business

First blank-check ETF debuts
INVESTING MUTUAL FUNDS OCT 01, 2020
First blank-check ETF debuts

The new fund gives investors a chance to participate in one of the hottest areas of the stock market

Fidelity Magellan launch could boost appeal of semitransparent ETFs
INVESTING ESG SEP 25, 2020
Fidelity Magellan launch could boost appeal of semitransparent ETFs

The asset manager is placing the heft of a $22 billion flagship fund behind a fledgling ETF model

BlackRock, Vanguard, Transamerica roll out latest ESG funds
INVESTING ESG SEP 24, 2020
BlackRock, Vanguard, Transamerica roll out latest ESG funds

By applying ESG screens, the new funds alter the composition of the traditional indexes

New Schlichter lawsuit targets MEP
INVESTING RETIREMENT PLANNING SEP 18, 2020
New Schlichter lawsuit targets MEP

The prominent 401(k) litigation firm filed a class-action lawsuit this week against Pentegra Retirement Services

Even Fidelity's star manager frets about Robinhood
INVESTING MUTUAL FUNDS SEP 18, 2020
Even Fidelity's star manager frets about Robinhood

Will Danoff, who manages $230 billion for the fund giant, notes that mutual funds have become less popular with investors

How one 401(k) firm says it is bulking up amid the pandemic
INVESTING RETIREMENT PLANNING SEP 16, 2020
How one 401(k) firm says it is bulking up amid the pandemic

Human Interest is hiring staff and getting rid of certain fees

Sutter Health hit with second lawsuit over $3.7 billion DC plan
INVESTING RETIREMENT PLANNING SEP 15, 2020
Sutter Health hit with second lawsuit over $3.7 billion DC plan

The class-action cases point to allegedly excessive investment management fees

80% of older workers financially illiterate: Survey
INVESTING RETIREMENT PLANNING SEP 15, 2020
80% of older workers financially illiterate: Survey

The results show retirement will be an uncertain time for many, according to The American College of Financial Services

Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs
INVESTING FINTECH SEP 09, 2020
Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs

This week’s podcast includes a discussion of the proliferation of free robo-platforms at large financial institutions and a look at the odd evolution of semitransparent ETFs

Congressman wants to slow mutual fund fee litigation
INVESTING MUTUAL FUNDS SEP 09, 2020
Congressman wants to slow mutual fund fee litigation

Plaintiffs would face a hurdle in filing 36(b) claims against fund providers

2020 puts emergency funds on the front burner
INVESTING PRACTICE MANAGEMENT SEP 08, 2020
2020 puts emergency funds on the front burner

Advisers are pushing their clients to prepare for the worst

Money markets have a problem in zero-rate world
INVESTING MUTUAL FUNDS SEP 08, 2020
Money markets have a problem in zero-rate world

Some fund companies are moving away from prime funds as low rates limit the edge the funds are designed to provide over more conservative alternatives

SEC orders advisory firm to pay $356,580 over fee disclosures
INVESTING MUTUAL FUNDS SEP 04, 2020
SEC orders advisory firm to pay $356,580 over fee disclosures

Signature Financial Services is the latest adviser to be caught in the regulator's 12b-1 fee dragnet

ERISA lawsuit filed against Nvidia; suit against Cornell settled
INVESTING RETIREMENT PLANNING SEP 04, 2020
ERISA lawsuit filed against Nvidia; suit against Cornell settled

Law firm Capozzi Adler filed its latest 401(k) suit and Schlichter Bogard & Denton reached a deal in a case against an Ivy League school

Smart-beta funds don't live up to the backtesting
INVESTING MUTUAL FUNDS SEP 03, 2020
Smart-beta funds don't live up to the backtesting

An academic study finds strategies that outperformed on paper disappoint once they're packaged as ETFs

401(k) plan savings challenge has been solved
INVESTING RETIREMENT PLANNING SEP 02, 2020
401(k) plan savings challenge has been solved

It's clear auto enrollment and auto escalation help employees save. Why aren't more smaller plan sponsors using them?

Latest 401(k) lawsuit filed in an avalanche of COVID-19 litigation
INVESTING RETIREMENT PLANNING SEP 02, 2020
Latest 401(k) lawsuit filed in an avalanche of COVID-19 litigation

The law firm Capozzi Adler has brought numerous cases this year on behalf of plan participants

Cash-like ETFs see big outflows
INVESTING MUTUAL FUNDS AUG 31, 2020
Cash-like ETFs see big outflows

Investors are exiting such funds at the fastest pace ever as stocks surge and corporate bonds look more appealing