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Exchange-traded funds are continuing to gain traction among Charles Schwab’s clients.ETF assets held by the firm’s clients climbed 34% in 2010, compared with 28% growth in the ETF industry overall, according to Schwab. The brokerage’s clients hold more than $111 billion in ETF assets.
February 14 -
Letting the net value of assets in a money market fund would "change the shape and form" of such funds -- and could create system risk, according to Maria F. Dwyer, the chief regulatory officer of MFS Investment Management.
February 14 -
After the flat decade that stock-based mutual funds have had and with post-World War II baby boomers starting to retire, "it's all about income now," said Matt Witkos, president of Eaton Vance Distributors, at the opening of the National Investment Company Service Association 29th Annual Conference & Expo.
February 14 -
U.S. equity funds brought in $21 billion, the strongest month for sales in seven years.
February 14 -
The 29th Annual National Investment Company Service Association Conference & Expo opens Monday, with NICSA president Theresa Hammacher launching two assessments of the state of the fund industry.
February 14 -
The fund business looks like it’s back.
February 13 -
The 29th Annual National Investment Company Service Association Conference & Expo opens Monday, with NICSA president Theresa Hammacher launching two assessments of the state of the fund industry.
February 13 -
Standard & Poor’s has launched a new balanced series of indexes that combine equities and fixed income and that range from conservative to growth.
February 11 -
For a mutual fund with a strong track record, Nicholas Equity Income Fund is not particularly large. And its manager is fine with that.
February 11 -
Last year saw a 22% increase in M&A worldwide, and another 36% increase is expected this year, according to Thomson Reuters.
February 10
Employee Benefit News and Employee Benefit Adviser -
The funds include a market neutral, medical sciences and large-cap offering.
February 8 -
This is the firms first mutual fund.
February 8 -
Nearly two-thirds, 62%, of investors have changed their approach to investing following the recession, TD Ameritrade found in a survey. The most common changes were moving into fixed income, cited by 28%, and into mutual funds and managed accounts, cited by 23%.
February 7 -
Municipal bond mutual fund outflows continued to subside last week from recent record-setting levels as the cash most prone to panic appears to have left by now.
February 7 -
Tax-exempt money market funds fell $2.34 billion to $324.39 billion in net assets in the week ended Jan. 31, according to the iMoneyNet's Money Fund Report.
February 4 -
The fund is linked to the Andean region of Chile, Columbia and Peru.
February 4 -
The indexes are based on a mix of defensive and dynamic stocks.
February 4 -
Russell Investments on Thursday debuted the Russell Stability Indexes, a mix of both defensive and dynamic stocks.
February 3 -
Global X Funds has launched the Global X FTSE Andean 40 ETF.
February 3 -
Even with a long-term shift to passive investing, "managed solutions" packaging exchange-traded funds should also grow rapidly, said Scott Burns, Morningstar's ETF expert.
February 3
