Mutual Funds

Displaying 5317 results
Lincoln annuity seeks to ride TDFs' coattails
INVESTING RETIREMENT PLANNING JAN 24, 2020
Lincoln annuity seeks to ride TDFs' coattails

Its new guaranteed-income annuity is the first to invest solely in target-date funds

‘Nontransparent’ ETFs coming soon, but do advisers care?
INVESTING ETFS JAN 23, 2020
‘Nontransparent’ ETFs coming soon, but do advisers care?

Exchange-traded funds that don’t disclose their holdings daily will have big benefits and drawbacks

TIAA will offer HSA to its retirement plan clients
INVESTING RETIREMENT PLANNING JAN 23, 2020
TIAA will offer HSA to its retirement plan clients

Accounts will offer TIAA and Nuveen mutual funds

Active equity funds bled $41.4 billion in 2019: Morningstar
INVESTING MUTUAL FUNDS JAN 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

Advisers continue to increase allocations to ETFs, study finds
INVESTING MUTUAL FUNDS JAN 15, 2020
Advisers continue to increase allocations to ETFs, study finds

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

WisdomTree adds blockchain infrastructure to ETF ecosystem
INVESTING FINTECH JAN 14, 2020
WisdomTree adds blockchain infrastructure to ETF ecosystem

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

BlackRock puts climate at center of $7 trillion strategy
INVESTING ESG JAN 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

Finra probes brokerage bank sweep accounts as commissions dwindle
INVESTING BROKER DEALERS JAN 13, 2020
Finra probes brokerage bank sweep accounts as commissions dwindle

Expert: Interest rate discussions with clients ‘can be problematic’

Outlook on ETFs
INVESTING MUTUAL FUNDS JAN 13, 2020
Outlook on ETFs

A weekly video produced by InvestmentNews on U.S. investing trends

Time to check under the hood of that index fund
INVESTING EQUITIES JAN 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

Brand-name loyalty is not always the best investment strategy
INVESTING MUTUAL FUNDS JAN 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

Bond ETFs come of age
INVESTING ETFS JAN 09, 2020
Bond ETFs come of age

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

SEC won’t offer any grace period for Reg BI compliance
INVESTING RIAS JAN 07, 2020
SEC won’t offer any grace period for Reg BI compliance

In its annual examination priorities letter, the agency also shows it is once again targeting fee disclosure

Controversial dual-class stocks get their own ETF
INVESTING EQUITIES JAN 06, 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

Vanguard eliminates trading fees for stocks and options
INVESTING EQUITIES JAN 02, 2020
Vanguard eliminates trading fees for stocks and options

The move brings the low-cost asset manager up to speed with the likes of Schwab, TD Ameritrade, Fidelity and ETrade

T. Rowe Price has a $1 trillion answer to claims stock-picking is dead
INVESTING RETIREMENT PLANNING DEC 26, 2019
T. Rowe Price has a $1 trillion answer to claims stock-picking is dead

The asset manager’s focus on stock funds in retirement accounts has helped it flourish as peers have struggled

Robinhood finally launches cash management service
INVESTING FINTECH DEC 12, 2019
Robinhood finally launches cash management service

Startup has spent the past 12 months retooling the product after a botched launch.

SEC proposes tougher sales rule for exchange-traded products
INVESTING MUTUAL FUNDS NOV 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

ETFs that hide their holdings get a green light
INVESTING MUTUAL FUNDS NOV 15, 2019
ETFs that hide their holdings get a green light

The SEC plans to approve active nontransparent ETFs from T. Rowe Price, Natixis, Fidelity and Blue Tractor

The key to avoiding mutual fund capital gains distributions
INVESTING MUTUAL FUNDS OCT 22, 2019
The key to avoiding mutual fund capital gains distributions

Some strategies work better than others, but low portfolio turnover is a good predictor of potential tax consequences.