Mutual Funds

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INVESTING EQUITIES NOV 06, 2013
Regulators to study BlackRock, Fidelity for risk

Plus: Bitcoin is back with a vengeance, what's up with consumer discretionary stocks, how about BP and Tesla's surprising earnings miss. From <i>InvestmentNews</i> senior columnist Jeff Benjamin.

By Jeff Benjamin
INVESTING RIAS NOV 05, 2013
Investor bullishness is the latest reason to be cautious about stocks

Plus: Goldman shows its softer side to recruit the Millennial market

By Jeff Benjamin
INVESTING ETFS NOV 04, 2013
ETFs churning most cash ever

Since Sept. 1, investors have pumped about $47 billion into ETFs, with nearly $7 billion going into them on Oct. 17, the day Congress avoided a default. The last four months have marked the most volatile period on record for flows. What's next?

By Andrew Leigh
INVESTING MUTUAL FUNDS NOV 04, 2013
Vanguard consolidates five mutual funds

By Jeff Benjamin
INVESTING FINTECH NOV 04, 2013
Fund sponsors compete for advice attention online

kasina released its annual ranking of fund providers that it says offer the most engaging and substantive web experience for advisers.

By Trevor Hunnicutt
INVESTING ETFS NOV 04, 2013
With new dividend stock ETF, ProShares gives Vanguard, State Street some competition

Focus on companies that have paid divvies for at least 25-straight years.

By Megan Durisin
INVESTING EQUITIES NOV 04, 2013
The Takeaway: As always, retail investors come late to the party

By Joshua Brown
INVESTING ETFS NOV 01, 2013
ETF cheerleaders see good times ahead, with a few clouds

ETF.com brain trust forecasts $15.5T in exchange-traded assets in 10 years

By Jeff Benjamin
Already popular, ETFs getting even more love from investors: Poll
INVESTING ETFS NOV 01, 2013
Already popular, ETFs getting even more love from investors: Poll

Schwab survey finds half of investors plan to boost their ETF holdings.

By DJAMIESON
INVESTING ETFS NOV 01, 2013
Schwab's attack of the clones

Five of firm's six new fundamentally weighted ETFs mimic existing funds

By JKEPHART
INVESTING MUTUAL FUNDS NOV 01, 2013
Fidelity poised to be an ETF juggernaut

With 15 ETFs in the pipeline, Fidelity takes on Pimco and Vanguard. Is it too late for the fund giant?

By Andrew Leigh
INVESTING MUTUAL FUNDS OCT 31, 2013
OppenheimerFunds shakes up leadership team

After five years on the job, CEO Wiliam Galvin sets plan to step down, says company needs an investor to lead it and names CIO Art Steinmetz as replacement.

By Jason Kephart
INVESTING MUTUAL FUNDS OCT 31, 2013
SEC backs two options to control money funds; White floats combo

One plan would let value of some money funds float, another would impose redemptions.

By Mark Schoeff Jr.
INVESTING ALTERNATIVES OCT 30, 2013
Now for something different at Fidelity: Event-driven investing

Fidelity is adopting a popular hedge fund strategy as the basis for a planned mutual fund, embracing event-driven investing. But don't assume they're going full-bore into the alternatives world.

By JKEPHART
INVESTING ALTERNATIVES OCT 28, 2013
Hedge fund trackers shooting the lights out

A pair of funds that track hedge fund filings are performing better than the real McCoys. But what's going to happen when stocks take a dive? Jason Kephart has the story.

By JKEPHART
INVESTING MUTUAL FUNDS OCT 28, 2013
ETF companies are gunning for DFA

iShares, Schwab, FlexShares launch funds based on investment factors

By Jason Kephart
INVESTING MUTUAL FUNDS OCT 28, 2013
Sweeping changes under way at DFA

For the first time in more than 20 years, the money manager is tinkering with the way it builds its equity portfolios. Jason Kephart has the details.

By JKEPHART
INVESTING MUTUAL FUNDS OCT 28, 2013
DFA tops with advisers, but American Funds stirring

DFA reigns as the No. 1 mutual fund among advisers but an old favorite is making noise. Jason Kephart on what sets the leaders apart.

By Jason Kephart
INVESTING MUTUAL FUNDS OCT 25, 2013
Tax-managed indexing can offer boost

Such strategies can be even better than ETFs and mutual funds

By By Rey Santodomingo
INVESTING ETFS OCT 24, 2013
T. Rowe Price may bring actively managed ETFs to market

Mutual fund provider considers first steps to target fast-growth area

By Trevor Hunnicutt