Results for "mutual funds & ETFs"

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Fidelity pushes Vanguard to compete on brand in 401(k) plans

January 24, 2018

Fidelity Investments' move to impose an additional fee on Vanguard Group assets is going to test plan sponsors' loyalty to the index-fund giant, according to retirement plan advisers, as employers are forced to choose between sticking with a...

New goal for ETF providers: Help advisers

January 24, 2018

As the ETF industry celebrates its 25th anniversary, exchange-traded fund launches remain strong. But the death toll is rising steadily, and ETF sponsors are focusing more on helping advisers understand their offerings than on pushing new ones...

Buy emerging markets for the growth, not the commodities

January 23, 2018

If you're putting clients into emerging-market ETFs to diversify away from the U.S. markets, you should think about whether your emerging-market fund actually does that. One point to consider: The two largest sectors in the Standard & Poor's...

El-Erian warns advisers on ETF liquidity

January 23, 2018

Mohamed El-Erian, chief economic adviser at Allianz, reiterated his concerns about liquidity in exchange-traded funds. In front of an audience filled with financial advisers during a keynote address at the Inside ETFs conference in Hollywood,...

House panel backs bill to scrap floating prices for money funds

January 22, 2018

The House Financial Services Committee has advanced a bill that would eliminate some of the strictures placed on the $2.8 trillion money market mutual fund industry in the wake of the financial crisis. The legislation, which was opposed by Fidelity...

TD Ameritrade launches all-night trading for ETFs

January 22, 2018

Stock traders who want to pull all-nighters can now do so through TD Ameritrade Holding Corp. The second-biggest discount broker now lets customers buy and sell 12 U.S. exchange-traded funds 24 hours a day on weekdays. Clients in Asia will be...

Fidelity charging new fee on Vanguard assets held in 401(k) plans

January 22, 2018

Fidelity Investments, the largest record keeper of assets held in defined-contribution plans, has begun charging employers a fee on 401(k) assets held in Vanguard Group investment funds. Starting this year, Fidelity will charge all new 401(k)...

Are you walking into a TDF trap?

January 22, 2018

Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the average investor's...

Blockchain ETFs launch after bitcoin rout

January 19, 2018

The mutual fund industry has a long history of rolling out new specialty funds at precisely the wrong time, and the latest round of blockchain funds isn't detracting from that reputation. Bitcoin, the most popular digital currency, saw its value...

Legislation would make it harder for investors to sue mutual funds over high fees

January 17, 2018

[Update: On Jan. 18, the House Financial Services Committee approved the Mutual Fund Litigation Reform Act, 31-25.] Legislation that would make it more difficult for investors to sue mutual fund companies for excessive fees was poised to advance...

A blockchain ETF by any other name smells sweeter to the SEC

January 16, 2018

You can call a blockchain ETF whatever you want – just don't call it "blockchain." Two exchange-traded funds that invest in companies involved in developing the digital technology that underpins cryptocurrency transactions are rushing to tweak...

Bitcoin ETF fast track derailed by SEC liquidity, safety worries

January 16, 2018

The next step in the bitcoin revolution will take a bit longer than some anticipated. The U.S. Securities and Exchange Commission has slammed the brakes on a dozen bitcoin exchange-traded funds and two cryptocurrency mutual funds since Jan....

Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

January 12, 2018

Chicago-based wealth management firm Segall Bryant & Hamill is acquiring Denver-based Denver Investment Advisors, creating a nearly $20 billion investment management and advisory firm. Segall, Bryant & Hammil is a 23-year-old firm with $12.4...

Energy funds rally sharply

January 12, 2018

As the Standard & Poor's 500 soars higher, there's another bull market bubbling up: Crude oil. Black gold. Texas tea. But before you sell the shack and move to Beverly Hills, keep in mind there's a whole lot of oil still in the ground and offshore,...

Take Five: Matt Hougan, Inside ETFs CEO predicts another record year for inflows

January 9, 2018

Matt Hougan is CEO of Inside ETFs, a division of Informa PLC, and one of the driving forces behind some of the world's largest ETF conferences and webinars. Mopedia senior columnist John Waggoner spoke with Mr. Hougan on the growth in...

10 trends hitting financial advisers this year

January 9, 2018

Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At...

Dividend hikes in the air

January 4, 2018

Funds that focus on dividends were laggards last year. Will they return to investor favor this year? Quite possibly, given a boost from tax reform and investor worries about an overheated market. First, let's clarify. Most dividend funds didn't...

ETF assets boom in 2017

January 3, 2018

Investors aren't the only ones happy about 2017 returns. ETF sponsors are doing a happy dance, too. Net ETF issuance jumped to an estimated $473.2 billion last year, up 67% from $282.2 billion in 2016, according to the Investment Company Institute,...

Don't overlook funds that lagged S&P 500 in 2017

December 29, 2017

Looking for a new fund in a year when the Standard & Poor's 500 has soared more than 20% can be a bit like trying to beat your old speed record on Pallbearer's Peak after a night of drinking at the ski lodge. Sometimes it's better to look for...

RIAs hedge market risk with actively managed funds

December 28, 2017

As the stock market closes in on a solid 22% gain for the year, marking a near-300% gain from the 2009 low point, a growing chorus of financial advisers are citing actively managed strategies as a reasonable hedge at this point in the market...

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