Mutual Funds

Displaying 5317 results
Gold ETFs post longest run in a decade
INVESTING ALTERNATIVES OCT 09, 2019
Gold ETFs post longest run in a decade

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

SoFi refunds investors for tax hit caused by proprietary ETFs
INVESTING FINTECH SEP 23, 2019
SoFi refunds investors for tax hit caused by proprietary ETFs

Action reminds one expert of SEC requirement regarding improper share classes.

5 misimpressions drive baseless warnings for mutual fund industry
INVESTING MUTUAL FUNDS SEP 23, 2019
5 misimpressions drive baseless warnings for mutual fund industry

Mutual fund industry tipping point spurs fear mongering about its supposed implications.

Michigan RIA to pay $2.5 million for mutual fund conflicts
INVESTING RIAS SEP 20, 2019
Michigan RIA to pay $2.5 million for mutual fund conflicts

Sigma Planning failed to disclose conflicts related to 12b-1 fees: SEC.

Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in
INVESTING MUTUAL FUNDS SEP 19, 2019
Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in

Co-CEO of the nation's largest black-owned money management firm talks about diversity, financial literacy, and watching movies with her husband, George Lucas

Are 401(k) advice fees headed to zero?
INVESTING RIAS SEP 19, 2019
Are 401(k) advice fees headed to zero?

Vanguard's low-cost digital-only planning and investing tool will undercut many target-date funds and managed accounts.

State Street fires another salvo in the ETF fee war
INVESTING MUTUAL FUNDS SEP 19, 2019
State Street fires another salvo in the ETF fee war

Company rebrands seven funds and adds them to its popular low-fee ETF suite.

Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX
INVESTING FINTECH SEP 18, 2019
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX

The investment vehicle would only have been available to institutional investors

Goldman uses JPMorgan's own tactics against it in ETF battle
INVESTING ETFS SEP 17, 2019
Goldman uses JPMorgan's own tactics against it in ETF battle

Its acquisition of United Capital could play into Goldman's "bring-your-own-assets" strategy to build its ETF business

BlackRock, Vanguard accused of opposing shareholder efforts on climate
INVESTING ESG SEP 17, 2019
BlackRock, Vanguard accused of opposing shareholder efforts on climate

The two asset managers voted against at least 16 climate-related shareholder proposals on which their vote in favor would have given the measures majority support

SEC continues to see problems with advisers selecting too-expensive share classes
INVESTING MUTUAL FUNDS SEP 13, 2019
SEC continues to see problems with advisers selecting too-expensive share classes

More than 18 months after the launch of its crackdown, agency exams show message isn't getting through.

How gold could replace bonds as a portfolio diversifier
INVESTING EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

When strong performance sends ETF investors to the exits
INVESTING RIAS SEP 06, 2019
When strong performance sends ETF investors to the exits

Investors are bailing out of concentrated ETF strategies in favor of safety and diversification.

VanEck, SolidX offer ETF-like Bitcoin product
INVESTING ALTERNATIVES SEP 04, 2019
VanEck, SolidX offer ETF-like Bitcoin product

Shares in the fund will be available only to institutional buyers.

Real life investor portrayed in 'The Big Short' sees bubble in passive investing
INVESTING MUTUAL FUNDS SEP 04, 2019
Real life investor portrayed in 'The Big Short' sees bubble in passive investing

Michael Burry says smaller value stocks are being unduly neglected around the world.

Best returns in August came from ETFs loved by gold bugs
INVESTING ETFS AUG 30, 2019
Best returns in August came from ETFs loved by gold bugs

Very low yields on bonds sent investors in search of alternative safe havens.

Cetera Advisors charged with defrauding clients
INVESTING MUTUAL FUNDS AUG 30, 2019
Cetera Advisors charged with defrauding clients

SEC said firm failed to disclose conflicts of interest related to more than $10 million in compensation.

The upside of betting on inflation
INVESTING RIAS AUG 29, 2019
The upside of betting on inflation

Treasury inflation-protected securities are gaining popularity as a yield play

There's a wrong way to use target-date funds
INVESTING RIAS AUG 28, 2019
There's a wrong way to use target-date funds

Investing in other funds in addition to a TDF adds risk and defeats the purpose.

ETF providers quietly dial back production
INVESTING MUTUAL FUNDS AUG 22, 2019
ETF providers quietly dial back production

Some major ETF providers haven't launched a fund all year