Mutual Funds

Displaying 5344 results
Sustainable fund outflows aren't fazing advisors
INVESTING ESG JUL 21, 2023
Sustainable fund outflows aren't fazing advisors

Performance has turned around for ESG-themed funds in recent months.

By Emile Hallez
ETF strategy designed for night owls gets a wake-up call
INVESTING RIAS JUL 20, 2023
ETF strategy designed for night owls gets a wake-up call

NightShares shutters two ETFs that only invest when the market is closed.

By Jeff Benjamin
Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years
INVESTING MUTUAL FUNDS JUL 18, 2023
Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years

Exponential growth has propelled and transformed the market says BlackRock.

By Steve Randall
Young people far more likely to invest in ETFs than over 55s, says Invesco
INVESTING MUTUAL FUNDS JUL 18, 2023
Young people far more likely to invest in ETFs than over 55s, says Invesco

Survey of retail investors also reveals why some private investors do not hold ETFs in their portfolios.

By Steve Randall
BlackRock bringing proxy-voting choice to retail investors in its largest ETF
INVESTING ESG JUL 17, 2023
BlackRock bringing proxy-voting choice to retail investors in its largest ETF

More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.

By Ryan W. Neal
Potential economic storms prompt investors to leave Cathie Wood's ARK
INVESTING MUTUAL FUNDS JUL 17, 2023
Potential economic storms prompt investors to leave Cathie Wood's ARK

Economic uncertainty means investors want to see profits, but is the seasoned investor concerned about outflows despite her funds' rally?

By Steve Randall
Are we set for a bonds bonanza?
INVESTING ETFS JUL 14, 2023
Are we set for a bonds bonanza?

BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.

By Emile Hallez
Advisors pulled out of equities, increased exposure to alts in 2022
INVESTING ALTERNATIVES JUL 14, 2023
Advisors pulled out of equities, increased exposure to alts in 2022

Just because alts have been democratized doesn’t mean they're a fit for everyone, advisor warns.

By Ryan W. Neal
DFA request for ETF share classes marks tipping point for legacy fund companies
INVESTING RIAS JUL 14, 2023
DFA request for ETF share classes marks tipping point for legacy fund companies

The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.

By Jeff Benjamin
Asset managers want to expand their advisor channels and offer more resources
INVESTING MUTUAL FUNDS JUL 13, 2023
Asset managers want to expand their advisor channels and offer more resources

Independent and hybrid RIAs are in focus as managers look to broaden their product distribution

By Steve Randall
SEC overhauls money-market fund rules to thwart rapid outflows
INVESTING MUTUAL FUNDS JUL 12, 2023
SEC overhauls money-market fund rules to thwart rapid outflows

The regulator won't require 'swing pricing' for money funds after fierce pushback from the industry.

By Bloomberg
New ETF offers exposure to global music industry, but will advisors rock out?
INVESTING MUTUAL FUNDS JUL 12, 2023
New ETF offers exposure to global music industry, but will advisors rock out?

The exchange-traded fund offers exposure to the entire music industry, including streaming services, content and distribution, live events and ticketing, and music equipment and technology.

By Ryan W. Neal
Money market funds to avoid new 'swing pricing' rules
INVESTING MUTUAL FUNDS JUL 12, 2023
Money market funds to avoid new 'swing pricing' rules

The SEC is due to finalize its rules Wednesday with Wall Street now expecting a victory on a key component.

By Bloomberg
Stock rally, high rates have advisors rethinking covered call strategies
INVESTING EQUITIES JUL 11, 2023
Stock rally, high rates have advisors rethinking covered call strategies

Hedging equities with option income loses some luster, but still works for certain clients.

By Jeff Benjamin
SEC set to release new rules for money-market funds
INVESTING MUTUAL FUNDS JUL 06, 2023
SEC set to release new rules for money-market funds

The agency plans to hold a meeting next Wednesday to finalize its changes, which could result in a clash with the $5.5 trillion industry.

By Bloomberg
BlackRock wants to slash costs of trading bitcoin
INVESTING ALTERNATIVES JUL 06, 2023
BlackRock wants to slash costs of trading bitcoin

But will the SEC agree that the asset manager’s refiled application will facilitate the democratization of crypto trading?

By Bloomberg
Strong first half for markets forces advisors to defend pessimistic outlooks
INVESTING RIAS JUL 03, 2023
Strong first half for markets forces advisors to defend pessimistic outlooks

The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.

By Jeff Benjamin
Fidelity leads flurry of bitcoin ETF refilings to answer SEC questions
INVESTING ALTERNATIVES JUL 03, 2023
Fidelity leads flurry of bitcoin ETF refilings to answer SEC questions

All five of the refiled applications indicated that Coinbase will provide market surveillance for their funds, a fact that wasn't included in previous iterations.

By Bloomberg
SEC's rejection of BlackRock bitcoin ETF unlikely to derail eventual approval
INVESTING ALTERNATIVES JUN 30, 2023
SEC's rejection of BlackRock bitcoin ETF unlikely to derail eventual approval

Rejection screams 'we're ready to approve,' says financial planner.

By Ryan W. Neal
Fidelity joins race for spot-bitcoin ETF with SEC filing
INVESTING ALTERNATIVES JUN 30, 2023
Fidelity joins race for spot-bitcoin ETF with SEC filing

It's the latest high-profile traditional financial finance firm to file for such an exchange-traded fund, after BlackRock made a splash with its June 15 application.

By Bloomberg