Mutual Funds

Displaying 5317 results
A market sell-off could mean more 401(k) lawsuits
INVESTING OPINION SEP 10, 2018
A market sell-off could mean more 401(k) lawsuits

Negative returns and fiduciary risk are positively correlated for 401(k) fiduciaries.

Slow down! Lessons from a flash crash
INVESTING EMERGING MARKETS SEP 08, 2018
Slow down! Lessons from a flash crash

Just because an ETF allows investors to trade immediately doesn't mean they should.

Structured ETFs offer fresh twist on popular variable annuity strategy
INVESTING LIFE INSURANCE AND ANNUITIES SEP 06, 2018
Structured ETFs offer fresh twist on popular variable annuity strategy

Downside protection and upside caps without the commission or lockups that come with VAs.

SEC-registered advisers continue riding the fee-based wave
INVESTING RIAS SEP 06, 2018
SEC-registered advisers continue riding the fee-based wave

Report provides a glimpse of the RIA universe under the SEC's new disclosure rules

Mutual fund fee wars will encourage bad behavior
INVESTING OPINION SEP 06, 2018
Mutual fund fee wars will encourage bad behavior

When it comes to investing, humans are more fallible when costs are low.

DOL fiduciary rule caused $14 billion in stock losses for investment firms: report
INVESTING RETIREMENT PLANNING SEP 05, 2018
DOL fiduciary rule caused $14 billion in stock losses for investment firms: report

But the election of Donald Trump gained those firms back $56 billion in market value, as investors expected a rollback of financial regulations.

In latest A-share discount snafu, broker-dealer pays $1.37 million to clients
INVESTING PRACTICE MANAGEMENT SEP 05, 2018
In latest A-share discount snafu, broker-dealer pays $1.37 million to clients

Lincoln Investment Planning overcharged certain clients for 7 1/2 years.

Crypto craze puts retirement savings at risk
INVESTING RETIREMENT PLANNING AUG 29, 2018
Crypto craze puts retirement savings at risk

Regulators and Congress should protect investors by slamming the door shut on efforts to bring cryptocurrency into the world of retirement savings.

Advisers in a pickle over low-yielding cash sweep accounts
INVESTING RIAS AUG 29, 2018
Advisers in a pickle over low-yielding cash sweep accounts

As interest rates climb, advisers are forced to rethink the cash management fund links to brokerages and custodians.

Fund industry limits C-share investing, cutting 12b-1 fee income for advisers
INVESTING RIAS AUG 23, 2018
Fund industry limits C-share investing, cutting 12b-1 fee income for advisers

Growing pressure on fees and disclosures drives fund industry limits on C-share investing.

Active managers fall further behind indexes
INVESTING MUTUAL FUNDS AUG 23, 2018
Active managers fall further behind indexes

Just 36% of actively managed stock funds topped indexes through June, down from 43% in 2017.

Fixed-income ETFs ranked by second quarter performance
INVESTING MUTUAL FUNDS AUG 18, 2018
Fixed-income ETFs ranked by second quarter performance

Need Deck<i>InvestmentNews</i> Research sorts exchange-traded funds by returns, flows and trading volume.

Equity ETFs ranked by second quarter performance
INVESTING ALTERNATIVES AUG 18, 2018
Equity ETFs ranked by second quarter performance

<i>InvestmentNews</i> Research sorts exchange-traded funds by returns, flows and trading volume.

Money managers prep for $1.5 trillion in corporate cash
INVESTING MUTUAL FUNDS AUG 17, 2018
Money managers prep for $1.5 trillion in corporate cash

Big players like Fidelity and BlackRock are creating new strategies for companies that are repatriating overseas funds.

Active money management isn't going to disappear
INVESTING ESG AUG 13, 2018
Active money management isn't going to disappear

Quant-driven funds, factor investing and high-active-share portfolios are among the areas that could flourish in the future.

Malaysia ETF draws most cash since 2011 even as Turkey roils emerging markets
INVESTING EMERGING MARKETS AUG 13, 2018
Malaysia ETF draws most cash since 2011 even as Turkey roils emerging markets

Foreign investors are returning to Malaysia after the surprise victory of Prime Minister Mahathir Mohamad.

Sell-off in cryptocurrencies reaches new low
INVESTING ALTERNATIVES AUG 08, 2018
Sell-off in cryptocurrencies reaches new low

Bitcoin slides more than 5% on news the SEC put off deciding whether to approve a bitcoin ETF.

Big finance firms want in on theme ETFs
INVESTING ETFS AUG 08, 2018
Big finance firms want in on theme ETFs

State Street plans three exchange-traded funds on topics including clean power and robotics, while Goldman plans five, including one on 'human evolution.'

Vanguard, Fidelity, Pimco are top three fund firms among RIAs
INVESTING MUTUAL FUNDS AUG 07, 2018
Vanguard, Fidelity, Pimco are top three fund firms among RIAs

DFA rises to fourth most-popular from sixth place in 2016.

Appeals court upholds dismissal of Wells Fargo 401(k) lawsuit
INVESTING RETIREMENT PLANNING AUG 06, 2018
Appeals court upholds dismissal of Wells Fargo 401(k) lawsuit

Participant argued that the plan could have offered a better-performing, nonproprietary TDF.