Mutual funds

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

“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.

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 SEC examined approximately 2,180 RIAs in 2019.

Nearly all of the fixed-income funds held short term debt.

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.

Similar products are stockpiling unprecedented levels of new cash as investors look to alternative assets for growth and income.

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”