Mutual Funds

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INVESTING EQUITIES JUN 16, 2016
Pimco issues urgent warning about state of commercial real estate market

Plus: Why Wall Street is avoiding pot investments, where to invest $10k today, and become financially better off by not doing this

Fear of stock market collapse dictating ETF flows
INVESTING EQUITIES JUN 16, 2016
Fear of stock market collapse dictating ETF flows

The Fed has been the biggest variable in driving ETF flows. But for now investors are looking to stock-proof, not Fed-proof, their portfolios.

BlackRock rolls out Chinese A shares ETF
INVESTING MUTUAL FUNDS JUN 16, 2016
BlackRock rolls out Chinese A shares ETF

The move comes just a day after MSCI decided not to add China's domestic equities to benchmark indexes.

Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change
INVESTING MUTUAL FUNDS JUN 16, 2016
Take 5: Vanguard's Jack Bogle says mutual fund industry needs to change

Five candid responses on ETFs, smart beta, the Labor Department's fiduciary rule and reading up on muckrakers of old.

INVESTING ETFS JUN 15, 2016
Don't let the fickle Fed hamstring your bond portfolio

<i>Breakfast with Benjamin</i> There are ways to protect your bond holdings from the whims of the Federal Reserve.

ETF boon under DOL fiduciary rule won't be universal
INVESTING ETFS JUN 15, 2016
ETF boon under DOL fiduciary rule won't be universal

Some of the more exotic ETF strategies may be difficult to defend as being in a client's best interest.

DOL supports ESG fund use in 401(k) plans
INVESTING RETIREMENT PLANNING JUN 15, 2016
DOL supports ESG fund use in 401(k) plans

New guidance amends old rules that had a &quot;chilling effect&quot; on ESG fund use in ERISA plans.

Mutual fund born during Great Depression proves the value of buy-and-hold
INVESTING MUTUAL FUNDS JUN 14, 2016
Mutual fund born during Great Depression proves the value of buy-and-hold

The 81-year-old Voya Corporate Leaders Trust beats most by doing nothing.

Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
INVESTING MUTUAL FUNDS JUN 14, 2016
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs

Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.

Invesco, Longleaf funds stashing cash as bear market cushion
INVESTING MUTUAL FUNDS JUN 09, 2016
Invesco, Longleaf funds stashing cash as bear market cushion

But these funds will look like idiots in a rip-snorting bull market.

INVESTING RIAS JUN 09, 2016
The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

The DOL fiduciary rule will forever change financial advice, and the industry now faces the challenge of adapting to the new regulation.

T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients
INVESTING MUTUAL FUNDS JUN 08, 2016
T. Rowe Price to pay out $194 million to shareholders in four mutual funds, other clients

Firm's moves stem from error it made in voting on the 2013 buyout of Dell.

Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs
INVESTING PRACTICE MANAGEMENT JUN 07, 2016
Finra orders Oppenheimer & Co. to pay $2.9M for unsuitable sales of nontraditional ETFs

More than 30,000 non-traditional ETF transactions, totaling approximately $1.7 billion, were carried out by Oppenheimer representatives, according to the regulator.

The ETF liquidity mirage
INVESTING ALTERNATIVES JUN 06, 2016
The ETF liquidity mirage

Are investors making a huge mistake in thinking ETFs are somehow more liquid than their underlying investments?

T. Rowe Price makes a $190 million misstep
INVESTING MUTUAL FUNDS JUN 06, 2016
T. Rowe Price makes a $190 million misstep

Wrong vote in 2013 on Dell proxy costs shareholders.

Pimco's new catchphrase to sum up the global economy: stable, but not secure
INVESTING ETFS JUN 06, 2016
Pimco's new catchphrase to sum up the global economy: stable, but not secure

Central bank policies showing signs of exhaustion, investment giant says.

Megacaps now S&P 500's curse as smart beta gets payback
INVESTING MUTUAL FUNDS JUN 03, 2016
Megacaps now S&P 500's curse as smart beta gets payback

Equal-weighted index beats S&amp;P 500 by most in three years.

American Funds' platform puts target-date funds under a microscope
INVESTING EQUITIES JUN 03, 2016
American Funds' platform puts target-date funds under a microscope

Fund giant offering financial advisers a tool for evaluating the funds that adheres to the 2013 guidance from the Department of Labor.

Stock sellers got burned in May but volatility set to return in June
INVESTING EQUITIES JUN 03, 2016
Stock sellers got burned in May but volatility set to return in June

June has been a good month to do something besides invest in the stock market.

DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion
INVESTING MUTUAL FUNDS JUN 01, 2016
DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion