Investments

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

The funds raked in $150 billion in 2019 as investors have gotten more comfortable with how they react across different market environments.

Over longer periods of time, the data makes a compelling partisan distinction.

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

Fidelity Investments, Invesco and American Century Investments are among those pitching rival visions for ETFs that disclose their holdings like mutual funds.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

The FTC wants buyers and sellers to identify their largest shareholders, the extent of their influence and any communications they’ve had, sources say.

The promotions positions Jim’s son Nathaniel Simons to assume his father’s role as chairman under a succession plan that began about a decade ago.

Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.

“It’s no longer about coming to market and getting funding with some kind of novel pitch and seeing if it sticks,” says an industry analyst.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Macro funds, which invest in broad global trends, had the biggest disparity.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

"We seek to finance the government at the least possible cost to taxpayers over time," said Treasury Secretary Steven Mnuchin.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.