Mutual Funds & ETFs

  1. All
  2. Articles

Watch breaking news videos and read news updates about Mutual Funds & ETFs on

  1. Articles

    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.'

  2. Articles

    Alternatives offer money managers a profitable lifeline

    Low-cost index funds capturing 25% of new assets but drive just 5% of revenue.

  1. Articles

    Powerful Wells Fargo division takes over firm's wealth management research functions

    New unit will influence product selections for 15,000 advisers managing $1.6 trillion in assets.

  2. Articles

    Are ETFs really cheaper than mutual funds?

    New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.

  3. Articles

    It's not too early to start worrying about a spike in oil prices

    Tuesday's Breakfast with Benjamin features a warning over it not being too early to worry about a jump in oil prices. Plus, Vanguard ramps up its financial advice offerings, the pain of diverging global economies in 2015, and John Paulson's painful comeback effort.

  4. Articles

    UBS renews push to increase advisers' hedge fund use

    The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.

  5. Articles

    Political bickering aside, the health care sector is a healthy investment

    The seemingly endless political bickering over health care reform has not dampened investor enthusiasm for the sector, which is leading all stock categories this year, up 24%. “Health care has been kicking tush, and most of my clients want more of it in their portfolios,” said Theodore Feight,

  6. Articles

    Unconstrained bond funds disappoint

    Unconstrained bond funds have showed disappointing returns this year; 1.7% year-to-date compared with 5.6% for its benchmark.

  7. Articles

    DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger

    On Friday's Breakfast with Benjamin, 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.

  8. Articles

    IndexIQ deal propels MainStay brand into ETFs

    New York Life's acquisition of IndexIQ, announced jointly by the firms' top executives Thursday, yet again pairs a massive money manager with a far-smaller ETF manager.The deal, which is expected to close in the first half of next year, marks the first foray into ETFs for the MainStay brand.In an

  9. Articles

    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&P, investing experts say the innovation potential in the sector should not be ignored.

  10. Articles

    Corporate bonds fly off the shelves ahead of looming rate hikes

    Tuesday's Breakfast with Benjamin features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).

  11. Articles

    John Hancock pushes for liquid alts in retirement plans

    Breakfast with Benjamin:Shopping season bodes well for stocks. Plus: John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit

  12. Articles

    Upstart platform attracts advisory firms with access to alts and capital

    Trading debt and equity for a distribution relationship may not be right for all advisers.

  13. Articles

    Brokers' push to fee-based comp slams higher-cost funds

    Mutual funds with sales charges and distribution fees are on pace for their fifth and possibly largest-ever year of redemptions.