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Investment funds
2 dividend ETFs provide litmus test on shunning financial stocks
This sector had a bad name for years after the crisis. Is it time to include it in portfolios?
Kitces: The passive investing mirage
Advisers have turned into the new active investment managers.
LPL to cut mutual fund fees on new platform amid fiduciary uncertainty
The nation’s largest IBD plans to launch a platform with load-waived shares from 20 companies.
UBS invests in iCapital tech platform: Fund Scan
The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.
Maybe ETFs aren't the reason you can't find cheap stocks
For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.
Voices
Why smart beta may not be so smart
Allan S. Roth
Founder
Wealth Logic
Whenever any investing style becomes too popular, future returns are likely to lag.
BNY Mellon’s Pershing launches new ETF platform: Fund Scan
The new tool is aimed at lowering costs for investors.
Putnam to launch 3 alternative strategies: Fund Scan
Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.
Tremors shake U.S. junk-bond faith as investors flee ETFs
The outflows have rekindled a popular concern that the funds could portend the start of a liquidity crunch.
Hartford Funds expands BATS ETF Marketplace with 2 offerings: Fund Scan
The products are aimed at reducing volatility for clients seeking long-term growth. Plus: other launches.
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