Mutual Funds

Displaying 5344 results
INVESTING ETFS DEC 22, 2014
ETF strategists need better communication with advisers to sustain growth: analysts

Fast-growing ETF money managers told marketing can help navigate shifting tides in asset flows.

By Trevor Hunnicutt
Edelman plans ETF based on revolutionary technology
INVESTING ETFS DEC 21, 2014
Edelman plans ETF based on revolutionary technology

Well-known RIA partners with BlackRock's iShares division to invest in companies exposed to potentially paradigm-shifting technologies.

By Trevor Hunnicutt
INVESTING RETIREMENT PLANNING DEC 21, 2014
The right glide path for smaller accounts

Resist the temptation to increase risk for low savers, as every dollar becomes more important.

By James P. Lauder
INVESTING ETFS DEC 19, 2014
How to make ETF transparency work for you and your clients

What are the investor benefits to transparency? Do most investors really care if they can actually see and examine their ETF holdings every day?

By Rusty Vanneman
INVESTING MUTUAL FUNDS DEC 19, 2014
Investors move to Janus as new Gross-run fund adds $769 million

Janus Global Unconstrained Bond Fund reports assets of $1.21B; fund returned 0.38% in November, beating 85% of peers.

By Bloomberg
INVESTING EQUITIES DEC 18, 2014
Restored Cuba relations will lead to travel, cigars, not investment opportunities

Even if Cuba's economy doubled, it still wouldn't be 'big enough to move the needle for the U.S.'

By Jeff Benjamin
INVESTING MUTUAL FUNDS DEC 18, 2014
Pimco Total Return outflows slow as performance picks up

Investors pull just $9.5 billion from flagship fund after $32B drawdown in October.

By Trevor Hunnicutt
INVESTING ETFS DEC 18, 2014
Pimco could withstand losing another $350 billion before asset flow starts to pinch

Morningstar report says outflows of $300B to $350B in next few years could hit firm's bonus pool, lead to key departures.

By Randy Diamond
BlackRock expanding efforts on impact investing
INVESTING ETFS DEC 17, 2014
BlackRock expanding efforts on impact investing

BlackRock sees a future in portfolios that emphasize social goals.

By Trevor Hunnicutt
More advisers are turning to donor-advised funds
INVESTING ETFS DEC 17, 2014
More advisers are turning to donor-advised funds

Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.

By Darla Mercado
INVESTING ETFS DEC 17, 2014
Goldman Sachs details plans for liquid alts, 'smart beta' ETFs

New filings by the liquid alts mutual fund manager offer details for its long-anticipated ETF debut.

By Trevor Hunnicutt
INVESTING EQUITIES DEC 17, 2014
Collapsing oil prices get real with no bottom in sight

Start your week with <i>Breakfast with Benjamin</i>, featuring serious speculation about how bad oil prices might get. Plus: Russian equities take a direct hit, gold prices tank on a Swiss no-vote, and using Cyber Monday to satisfy your inner foodie.

By Jeff Benjamin
INVESTING WIREHOUSES DEC 17, 2014
Fund managers warned that wirehouse outreach may not pay off

Consultancy says fund houses must pivot to independent advisers and new products to drive growth.

By Trevor Hunnicutt
INVESTING ETFS DEC 15, 2014
Goldman Sachs explores liquid alternatives in the ETF world

Can Goldman Sachs put ETF investors on a liquid diet?

By Bloomberg
INVESTING RIAS DEC 14, 2014
Latest twist in robo-advice: Actively managed funds

Untested approach compared to adding cyanide to cupcakes

By Jeff Benjamin
INVESTING ALTERNATIVES DEC 14, 2014
Cheap oil no reason to abandon the energy sector, strategists say

Though the energy sector has dropped 14.6% in the past three months versus a 3.5% gain for the S&amp;P, investing experts say the innovation potential in the sector should not be ignored.

By Jeff Benjamin
INVESTING ALTERNATIVES DEC 14, 2014
Buyer beware: Liquid alts are not created equal

A world where big performance disparities are the norm

By Jeff Benjamin
INVESTING RIAS DEC 11, 2014
Mutual Fund Store, once skeptical of ETFs, joins the fray

RIA with $9.5 billion from ordinary people branches into the funds.

By Trevor Hunnicutt
INVESTING PRACTICE MANAGEMENT DEC 11, 2014
Citigroup dealt second fine for prospectus lapses

Finra said the firm failed to deliver documents after ETFs were purchased by clients.

By Trevor Hunnicutt
INVESTING EQUITIES DEC 11, 2014
DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger

On Friday's <i>Breakfast with Benjamin</i>, Jeffrey Gundlach calls for more of the dollar's rally. Plus: Warren Buffett places an early bet on Hillary Clinton in 2016, bond manager urges maximum flexibility, and Robert Shiller picks stocks over houses.

By Jeff Benjamin