Investments

“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.

Despite its risks, the fund has become popular with day traders, who pushed its volume to new highs this month, according to a report.

A rising appetite for achieving specific investment objectives, such as sustainable investing, is the main driver behind the projected rise in their popularity.

As the Fed cuts borrowing rates and supports the investment-grade corporate bond market, some investors are looking for higher returns, an expert says.

It also suggests digital advice providers “have only a few years to achieve critical mass, or they will be sold for parts like Motif and Folio Financial,” says one expert.

The pandemic has underscored the need for more socially and environmentally responsible financing.

“Everyone is looking ahead to the elections and what tax policy could look like in various administrations," says Ben Huneke, head of investment solutions in the firm's wealth management division.

Industry veterans have warned that packaging the loans into funds that are easily accessible could pose a risk to retail investors unfamiliar with collateralized loan obligations.

Despite some impressive short-term gains, more than half underperformed their peers over the decade.

Investors are placing their bets on value funds after the category posted its worst quarter this century in the wake of the coronavirus pandemic.

The decisions entrench a prolonged decline for prime funds, and could hurt a market that thousands of companies rely on for funding.

Funds that buy debt backing sustainability matters grew 12% from the end of 2019 globally, reaching a record $209.5 billion of assets, data show.

Waiting until year end to factor in portfolio volatility is risky business.

After an SEC lawsuit, Dan Kamensky now faces criminal charges including securities fraud, extortion and obstruction of justice.

JPST, which tracks investment-grade securities maturing in a year or less, has attracted over $3.7 billion in flows this year.

Sales are tumbling and gravitating to different products as Wells Fargo settles a FINRA case and researchers examine the defunct fiduciary rule.

Hundreds of strategies that outperformed in backtesting are failing to live up to their hype once they are packaged up and sold as ETFs, a study finds.

Funds focused on the sector lost more than $2.4 billion in August, the most since 2016.

Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.