Morningstar reported a Great-West Financial bond fund returned 7.1% in the third quarter— except it didn't.
In addition to explicit expenses, implicit and opportunity costs should be factored into which exchange-traded fund is chosen.
Like stocks, ETFs are portfolios of holdings in which shares trade throughout the day—but there are key differences. Explore three levels of ETF liquidity.
Cheaper corporate bond exchange-traded fund sees big inflows, while a similar BlackRock fund with higher expenses sees outflows
Yields on money market funds, short-term CDs and other cash accounts have risen as the Fed continues to raise interest rates, and this has big implications for advisers.
Index fund aims to go beyond single issues like gender and race to capture a broader spectrum of ESG initiatives.
A steeper yield curve can help banks earn more on the money they lend out.
MassMutual's sale of the unit has been estimated to fetch $5 billion.
Higher rates are luring investors back to the funds, which saw a mass exodus just a couple of years ago.
New fund company will link manager pay and investor fees to fund performance.
Now that it has become the investment trend du jour, advisers are cautioning clients not to expect to get rich quick on a product that is still illegal at the federal level.
Impending change benefits State Street's communications exchange-traded fund.
Funds focused on socially responsible investing hold just 0.2% of all ETF assets, but there are steps providers can take to rev up interest.
Flight to quality overlooks the risks to fixed income that come with rising interest rates.
Pennsylvania advisory firm invested client funds in expensive share classes when less costly ones were available.
Johnson says way to prosper in financial services is 'by building relationships.'
The nine-year-old bull market is giving some investors the jitters, but the ETF industry is trying to calm their fears.
One fund will track an index of large-cap companies and the other an index of midsize and small firms.
Disgorgement and penalties in SEC case total $938,194; Finra imposes $800,000 fine.
Investors placed in the wrong mutual fund share classes were overcharged by more than $260,000.
