Mutual Funds

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`Investing on steroids' pays off as thematic ETFs outperform
INVESTING ETFS FEB 28, 2019
`Investing on steroids' pays off as thematic ETFs outperform

Funds focused on solar power, marijuana and clean energy have gotten off to a strong start this year.

INVESTING RIAS FEB 28, 2019
March 9, 2009: Financial advisers share lessons, scars from rock bottom

As the day approached, advisers felt the pressure and clients lost patience.

Fidelity says it fully discloses fund fees in 401(k) plans
INVESTING RETIREMENT PLANNING FEB 27, 2019
Fidelity says it fully discloses fund fees in 401(k) plans

Department of Labor is allegedly investigating asset manager's infrastructure fee that is the focus of a 401(k) lawsuit.

Are the economics of active management becoming unsustainable?
INVESTING RETIREMENT PLANNING FEB 27, 2019
Are the economics of active management becoming unsustainable?

Fidelity called the viability of a major fund platform into question, according to a report.

JPMorgan's $50 billion fund is cutting equities on dovish Fed
INVESTING EQUITIES FEB 26, 2019
JPMorgan's $50 billion fund is cutting equities on dovish Fed

Global Income Fund's manager sees junk bonds as a safer way to play the Fed-induced rally.

Social Finance plans no-fee ETFs
INVESTING ETFS FEB 25, 2019
Social Finance plans no-fee ETFs

Online lender SocialFinance will waive management fees on two stock funds for at least the first year

As volatility rises, United Capital gives advisers crash course in alts, options
INVESTING RIAS FEB 25, 2019
As volatility rises, United Capital gives advisers crash course in alts, options

Firm wants to add to advisers' tool kit so they can minimize client risk.

The race to zero fees may be reaching its natural limits
INVESTING MUTUAL FUNDS FEB 21, 2019
The race to zero fees may be reaching its natural limits

It may well be that investors care more about other characteristics than no cost.

Mortgage ETF is one of the most popular this year
INVESTING ETFS FEB 20, 2019
Mortgage ETF is one of the most popular this year

MBS exchange-traded fund is seeing demand from investors looking for safety and a little more yield.

Allianz says investors pulled $35 billion in Q4
INVESTING MUTUAL FUNDS FEB 15, 2019
Allianz says investors pulled $35 billion in Q4

Bulk of the outflow occurred at Allianz unit Pimco.

Investing legend Jeff Vinik gets a lukewarm reception
INVESTING RIAS FEB 15, 2019
Investing legend Jeff Vinik gets a lukewarm reception

His struggle to attract assets shows how low fees and passive investing have brought star managers back down to earth.

Life is brutish and short for new ETFs
INVESTING OPINION FEB 15, 2019
Life is brutish and short for new ETFs

But a memorable stock ticker can give exchange-traded funds a boost.

Finra catches Kestra Financial overcharging customers
INVESTING BROKER DEALERS FEB 14, 2019
Finra catches Kestra Financial overcharging customers

IBD agrees to repay customers $1.9 million in addition to a $225,000 fine

Financial advisers head to cash as stocks move up
INVESTING RIAS FEB 14, 2019
Financial advisers head to cash as stocks move up

Bigger cash weightings reveal a preference for safety over returns as the bull market ages

Schwab, Fidelity expand commission-free ETF trading
INVESTING ETFS FEB 12, 2019
Schwab, Fidelity expand commission-free ETF trading

Both will now offer more than 500 exchange-traded funds on a commission-free basis.

Zero-fee ETFs are the elephant in the room at industry summit
INVESTING MUTUAL FUNDS FEB 11, 2019
Zero-fee ETFs are the elephant in the room at industry summit

ETF fees have fallen, but so far no providers have matched Fidelity's offer of free mutual funds

The true cost of passive investing
INVESTING MUTUAL FUNDS FEB 11, 2019
The true cost of passive investing

Investors need an active money manager for one simple reason: to protect them from themselves

WisdomTree said to have explored sale to JPMorgan Chase
INVESTING MUTUAL FUNDS FEB 11, 2019
WisdomTree said to have explored sale to JPMorgan Chase

Discussions ended in December because the parties couldn't agree on a price.

Legg Mason to close a quarter of its ETFs
INVESTING MUTUAL FUNDS FEB 08, 2019
Legg Mason to close a quarter of its ETFs

The firm is shutting three funds next month following a review of its product lineup.

Stock pickers are excited as passive funds shed $16 billion
INVESTING EMERGING MARKETS FEB 08, 2019
Stock pickers are excited as passive funds shed $16 billion

Investors are moving out of ETFs to buy single stocks, with active bets seen as the key to outperformance.