Mutual Funds & ETFs
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Fidelity's feverish fee cuts a bid to cure market share woes
Over the past few weeks, Fidelity Investments has made strategic fee cuts and launched new products to ensure that its products are the cheapest in two categories in which the Vanguard Group Inc. has been eating their lunch for a decade.
Fact of life: Funds come and go but advisers can't lose track
The fact is, mutual funds come and go. And they come and go often, which is a reality that financial advisers should not only be aware of, but should be watching for lest their clients are left holding the bag of heavy tax and transaction consequences.
Investor bullishness is the latest reason to be cautious about stocks
As investors get increasingly bullish on stocks, the market's warning signs are beginning to mount. Getting that late-1990s feeling Goldman Sachs touts its warm and fuzzy side in an effort to recruit more of those high-maintenance millennials. Hey kid, take the weekend off So much for believing
Commission-free ETFs a big hit with RIAs
Though not cost-free, products find favor and a key place in client portfolios.
Cliffwater and Virtus combine to launch alternative mutual funds for financial advisers
Firms developing series of multistrategy, multimanager offerings under new venture.
Take Five with Chris Alderson of T. Rowe Price International
Domestic equities have been the place to be since the financial crisis ended almost five years ago, but with head winds starting to mount in the U.S., investors may be better off on the other side of the Atlantic, says Chris Alderson, president of T. Rowe Price International.
To manage steep gains, advisers need to open the tax toolbox
This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.
Fidelity late but not too late with new ETFs
Mutual fund giant Fidelity Investments is set to launch a series of exchange-traded funds, the firm's first in 10 years. Is it too little, too late? Advisers say no, but they're not overly excited, either.
SAC to close London office, cuts 6 U.S. money managers
SAC Capital Advisors plans to shut down its London office as the $14 billion hedge-fund firm founded by Steven A. Cohen scales back in the face of insider-trading allegations by U.S. prosecutors
Take Five with Chris Wallis of Vaughan Nelson
The federal government's last-minute budget deal just adds to the uncertainty in the financial markets, said Chris Wallis, chief executive and chief investment officer at asset management firm Vaughn Nelson. InvestmentNews: How do you feel about the Washington budget deal reached last week? Mr.
Vanguard hits reset button on its managed-payout funds
The Vanguard Group Inc. is giving its managed-payout strategy a fresh start. The indexing giant last week said that it will merge its three managed-payout funds, which are designed to build the principal investment along with inflation while making monthly payouts, into a single fund, in part to
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.
Vanguard consolidates five funds
The fund giant also eliminating the $10K minimum investment required for advisers and institutions to qualify for Admiral Shares of 14 index funds.
Oppenheimer's risky bond bets backfire — again
OppenheimerFunds' municipal bond funds have been rocked by big bets on Puerto Rican debt, stirring up memories of its Core Bond Fund's disastrous 2008. Jason Kephart has the story.
Vanguard could have the edge in active ETF battle
Most fund companies that missed out on the indexing craze are lining up to offer actively managed exchange-traded funds, but the biggest winner, if such funds take off, will be the indexing giant The Vanguard Group Inc. Vanguard, the largest mutual fund company and third-largest ETF firm, is one of
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- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
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Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly