Mutual Funds http://wealthmanagement.com/taxonomy/term/6615/more en Vanguard Unseats Fidelity as Target-Date King http://wealthmanagement.com/mutual-funds/vanguard-unseats-fidelity-target-date-king <div class="node-body article-body">After 16 years as the largest target-date fund provider, Fidelity Investments has lost its crown to Vanguard, which now holds 27 percent of the market share, Morningstar says.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/vanguard-unseats-fidelity-target-date-king" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/vanguard-unseats-fidelity-target-date-king#comments Markets Mutual Funds Retirement Planning Tue, 07 Apr 2015 16:20:00 +0000 831661 at http://wealthmanagement.com BlackRock to Close or Combine Some Money-Market Funds - WSJ http://wealthmanagement.com/asset-management/blackrock-close-or-combine-some-money-market-funds-wsj <div class="node-body article-body">BlackRock Inc, the world's largest money manager, will close or consolidate some money-market funds as the company responds to recent regulatory reforms, the Wall Street Journal reported.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-management/blackrock-close-or-combine-some-money-market-funds-wsj" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/blackrock-close-or-combine-some-money-market-funds-wsj#comments Mutual Funds Asset Management Mon, 06 Apr 2015 20:06:00 +0000 831191 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images Pre-IPO Tech Fund Returns 28 Percent in First Year http://wealthmanagement.com/mutual-funds/pre-ipo-tech-fund-returns-28-percent-first-year <div class="field-byline"> Jessica Toonkel </div> <div class="node-body article-body">The first mutual fund giving mom-and-pop investors easy access to the private market for tech startups turned a year old this week, capping a year of big gains and raising the question for would-be buyers: Is this a good deal or a danger?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/pre-ipo-tech-fund-returns-28-percent-first-year" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/pre-ipo-tech-fund-returns-28-percent-first-year#comments Mutual Funds Thu, 26 Mar 2015 21:15:00 +0000 823151 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images Vanguard Mutual Funds vs. Vanguard ETFs http://wealthmanagement.com/blog/vanguard-mutual-funds-vs-vanguard-etfs <div class="node-body blog-body">Financial advisor Allan Roth argues on ETF.com that Vanguard ETFs and mutual funds are, in some cases, similar in cost and design, but the the mutual fund holds some distinct advantages.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/vanguard-mutual-funds-vs-vanguard-etfs" target="_blank">read more</a></p> http://wealthmanagement.com/blog/vanguard-mutual-funds-vs-vanguard-etfs#comments Markets RIAs Technology Blogs ETFs Mutual Funds The Daily Brief Tue, 24 Mar 2015 09:00:00 +0000 821151 at http://wealthmanagement.com Are Risk Parity Funds Worth The Cost? http://wealthmanagement.com/etfs/are-risk-parity-funds-worth-cost <div class="node-body article-body">A strategy used by institutional investors to preserve capital is now easily available to individuals via retail funds. But do they perform as advertised? </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/etfs/are-risk-parity-funds-worth-cost" target="_blank">read more</a></p> http://wealthmanagement.com/etfs/are-risk-parity-funds-worth-cost#comments Bond Watch Strategies Equities ETFs Fixed Income Mutual Funds Tue, 24 Feb 2015 16:04:00 +0000 791851 at http://wealthmanagement.com High-Quality Managers Define New Wave of Alternative Mutual Funds http://wealthmanagement.com/mutual-funds/high-quality-managers-define-new-wave-alternative-mutual-funds <div class="field-byline"> John Culbertson </div> <div class="node-body article-body">Advisors, and investors to some extent, are becoming much more educated about what to expect with alternative mutual funds</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/high-quality-managers-define-new-wave-alternative-mutual-funds" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/high-quality-managers-define-new-wave-alternative-mutual-funds#comments Alternative Investments Mutual Funds Investment Mon, 09 Feb 2015 14:58:00 +0000 776501 at http://wealthmanagement.com svanhorn/iStock/Thinkstock The Daily Brief: Behind the Screen http://wealthmanagement.com/blog/daily-brief-behind-screen <div class="node-body blog-body">The year 2014 is coming to a close, which means there's precious time running out to get clients's fiscal ducks in order. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-behind-screen" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-behind-screen#comments People Blogs Strategies Client Relations Mutual Funds Wealth Planning The Daily Brief Mon, 22 Dec 2014 10:00:00 +0000 736031 at http://wealthmanagement.com Drowning in Liquid Alts http://wealthmanagement.com/impact-2014/drowning-liquid-alts <div class="field-deck"> Goldman Sachs recognizes 298 funds as true liquid alts, spread out over five broad categories </div> <div class="node-body article-body">Liquid alternative mutual funds have exploded in popularity, yet most advisors aren’t using them properly, a Goldman Sachs analyst argued at Schwab’s annual IMPACT conference.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/drowning-liquid-alts" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/drowning-liquid-alts#comments Alternative Investments IMPACT 2014 Mutual Funds Thu, 06 Nov 2014 14:32:00 +0000 699251 at http://wealthmanagement.com SEC Commissioner: PIMCO Outflows Aren't Disrupting Markets http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets <div class="node-body blog-body">There’s no evidence that the recent turmoil at PIMCO caused any disruption in any of the underlying markets, Securities and Exchange Commission Republican member Michael Piwowar said Thursday.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets#comments Industry Mutual Funds Intelligent Advisor Thu, 09 Oct 2014 18:07:00 +0000 676081 at http://wealthmanagement.com Investing in a Rising Dollar http://wealthmanagement.com/mutual-funds/investing-rising-dollar <div class="field-deck"> Weakening overseas economies, coupled with the end of QE, has helped the dollar index rise </div> <div class="node-body article-body">The end of QE, along with weakness in Europe and Japan, means continued good fortune for the US greenback. For believers and speculators, a handful of funds could profit from the ride.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/mutual-funds/investing-rising-dollar" target="_blank">read more</a></p> http://wealthmanagement.com/mutual-funds/investing-rising-dollar#comments Strategies Mutual Funds Tue, 30 Sep 2014 12:50:00 +0000 662191 at http://wealthmanagement.com