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Mutual Funds

Steven Pagartanis

Long Island B/D Charged in $8 Million Ponzi Scheme Long Island B/D Charged in $8 Million Ponzi Scheme

Long Island b/d charged in Ponzi scheme, Hewins spins off a new team focusing on family businesses and Vanguard’s got $47 million worth of pot stocks in a mutual fund.

byWealthManagement.com Staff

Jun 4, 2018

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1 Min Read

ESG Screens Don’t Go Far Enough ESG Screens Don’t Go Far Enough

byGarvin Jabusch

May 25, 2018

1 Min Read

A trader sitting at his desk.

Industry News & Trends

Financial Advisors Aren’t Giving Up on Active Management Financial Advisors Aren’t Giving Up on Active Management

byMichael Thrasher

May 23, 2018

1 Min Read

fund flows promo

FUND FLOWS: Despite Coming Rate Hikes, Investors Love U.S. Bonds FUND FLOWS: Despite Coming Rate Hikes, Investors Love U.S. Bonds

byCameron Brandt

May 22, 2018

1 Min Read

fund flows promo

FUND FLOWS: Investors Pull Money from Europe, Push to U.S.FUND FLOWS: Investors Pull Money from Europe, Push to U.S.

byCameron Brandt

May 22, 2018

1 Min Read

fund flows promo

FUND FLOWS: Investors Turn on High-Yield Bonds FUND FLOWS: Investors Turn on High-Yield Bonds

byCameron Brandt

May 15, 2018

1 Min Read

stock market screens

Replacing Plan Funds

Replacing Plan Funds

Private Placement Life Insurance Primer

Private Placement Life Insurance Primer

fund flows promo

FUND FLOWS: Investors Pour Fresh Money into U.S. Debt

FUND FLOWS: Investors Pour Fresh Money into U.S. Debt

byCameron Brandt, Director of Research

New York Stock Exchange Wall Street

Buying and Holding the Market Has Many Pitfalls

Buying and Holding the Market Has Many Pitfalls

New York Stock Exchange american flag

A Bear Market Would Be a Death Knell for Active Funds

A Bear Market Would Be a Death Knell for Active Funds

fund flows promo

FUND FLOWS: Investors Sour on Latin America

FUND FLOWS: Investors Sour on Latin America

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: As Bond Yields Rise, Equity Funds Lose Some Luster

FUND FLOWS: As Bond Yields Rise, Equity Funds Lose Some Luster

byCameron Brandt, Director of Research

money coins illustration

Smaller Fees Are Big Money

Smaller Fees Are Big Money

byWealthManagement.com Staff

balance sheet data

Chart of the Day: Central Bank Balance Sheets and Risk Assets

Chart of the Day: Central Bank Balance Sheets and Risk Assets

cash wad

Cash Is (Once Again) King

Cash Is (Once Again) King

LPL Will Launch No-Transaction-Fee Mutual Fund Platform

LPL Will Launch No-Transaction-Fee Mutual Fund Platform

byMichael Thrasher, Staff Writer

stock market trader

The Active Money Manager Model Is No Longer Viable

The Active Money Manager Model Is No Longer Viable

department of labor

Regulation & Compliance

Labor Department Says Do-Good Investments Not Always 'Prudent'

Labor Department Says Do-Good Investments Not Always 'Prudent'

fund flows promo

FUND FLOWS: Investors Pour New Money into Russian Equities

FUND FLOWS: Investors Pour New Money into Russian Equities

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Investors Reverse Course, Pull Money from Japan

FUND FLOWS: Investors Reverse Course, Pull Money from Japan

byCameron Brandt, Director of Research

BlackRock

Industry News & Trends

BlackRock Wants Regulators to Address Unequal Voting Rights

BlackRock Wants Regulators to Address Unequal Voting Rights

Andy Rachleff

Wealthfront Cuts Fees on Risk Parity Fund After User Backlash

Wealthfront Cuts Fees on Risk Parity Fund After User Backlash

woman stock market trader

Female Bond-Fund Managers Win on Returns as They Fight for Jobs

Female Bond-Fund Managers Win on Returns as They Fight for Jobs

New York Attorney General Eric Schneiderman

Some Warn Against Relying on “Active Share” to Gauge a Fund’s Value

Some Warn Against Relying on “Active Share” to Gauge a Fund’s Value

byMichael Thrasher, Staff Writer

bond

FUND FLOWS: Bond Investors Seek Safety

FUND FLOWS: Bond Investors Seek Safety

byCameron Brandt, Director of Research

Facebook Turns Toxic for Some ESG Funds as Shares Sink Again

Facebook Turns Toxic for Some ESG Funds as Shares Sink Again

businessman carryiing laptop showing downward trend

Fund Expenses at All-Time Lows

Fund Expenses at All-Time Lows

byWealthManagement.com Staff

chart-wall-street

How Can Active Investors Survive in a Passive World? Get Small

How Can Active Investors Survive in a Passive World? Get Small

stock ticker prices

Value is in the Eye of the Fund Provider

Value is in the Eye of the Fund Provider

byTodd Rosenbluth, Senior Director of ETF and Mutual Fund Research

fund flows promo

FUND FLOWS: Unfazed by Rate Hike, Investors Piled a Record $34 Billion into U.S. Equity Funds Last Week

FUND FLOWS: Unfazed by Rate Hike, Investors Piled a Record $34 Billion into U.S. Equity Funds Last Week

byCameron Brandt, Director of Research

suit-and-tie-and-money-pocket

Why Money Managers Are Paid So Much Is a Mystery

Why Money Managers Are Paid So Much Is a Mystery

woman gun store

Active Funds Would Be Stars By Selling Gunmakers

Active Funds Would Be Stars By Selling Gunmakers

women vs men tug of war money

Industry News & Trends

How Do Women and Men Stack Up at Managing Funds?

How Do Women and Men Stack Up at Managing Funds?

byMichael Thrasher, Staff Writer

fund flows promo

FUND FLOWS: As Dollar Weakens, Investors Pull Back from Bonds

FUND FLOWS: As Dollar Weakens, Investors Pull Back from Bonds

byCameron Brandt, Director of Research