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Mutual Funds

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New Investment Outsourcing Firm Ategenos Sells Minority Stake to Envestnet New Investment Outsourcing Firm Ategenos Sells Minority Stake to Envestnet

Fresh off its SEC registration approval, Ategenos, launched by former Brinker Capital executives in May, has also gone live with its new discretionary investment management portfolios.

byDiana Britton, Managing Editor

Jun 20, 2023

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1 Min Read

Regulation & Compliance

Pimco to Pay $9M to Settle SEC Fee and Disclosure Probes Pimco to Pay $9M to Settle SEC Fee and Disclosure Probes

byAustin Weinstein

Jun 16, 2023

1 Min Read

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Alternative Investments

Misguided Investor Expectations on the Risk and Returns of Gold Misguided Investor Expectations on the Risk and Returns of Gold

byLarry Swedroe

Jun 13, 2023

1 Min Read

AI Hype Starting to ‘Smell Like Dot-Com Era’ to ESG Veteran AI Hype Starting to ‘Smell Like Dot-Com Era’ to ESG Veteran

Jun 13, 2023

1 Min Read

Franklin Templeton CEO Jenny Johnson

A Fund Firm Tries to Buy Its Way Out of a Bind A Fund Firm Tries to Buy Its Way Out of a Bind

byMarc Rubinstein

Jun 8, 2023

1 Min Read

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Industry News & Trends

Franklin Templeton to Buy Putnam as Desmarais Family Exits Franklin Templeton to Buy Putnam as Desmarais Family Exits

byDerek Decloet and Silla Brush

May 31, 2023

1 Min Read

Do Clients Really Want Personalized Portfolios?

Do Clients Really Want Personalized Portfolios?

byScott MacKillop, CEO

William J. O’Neil, Investor’s Business Daily Founder, Dies at 90

William J. O’Neil, Investor’s Business Daily Founder, Dies at 90

byLaurence Arnold

Vanguard Group company sign

The Patent That Helped Vanguard Clients Pocket Big Gains Expires

The Patent That Helped Vanguard Clients Pocket Big Gains Expires

byEmily Graffeo

solar panels

The Number of Climate Funds Out There Has Exploded

The Number of Climate Funds Out There Has Exploded

AI Won’t Beat the Market Any Better Than Wall Street

AI Won’t Beat the Market Any Better Than Wall Street

Wilmington Trust Sale to Madison Dearborn Closes

Wilmington Trust Sale to Madison Dearborn Closes

byFred Barstein, The Retirement Adviser University,

Money-Market Funds Are Hot Again After Years of Fee Discounts

Money-Market Funds Are Hot Again After Years of Fee Discounts

bySilla Brush and Miles Weiss

Random Walk’s Malkiel Offers Tips on Tax-Loss Harvesting

Random Walk’s Malkiel Offers Tips on Tax-Loss Harvesting

bySuzanne Woolley

Is It Time to Cash Out I Bonds?

Is It Time to Cash Out I Bonds?

byClaire Ballentine

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The Rush Into Money Funds Is Slowing, But They’re Still Growing

The Rush Into Money Funds Is Slowing, But They’re Still Growing

byAlexandra Harris

Passively Managed Mutual Funds Outpace Their Active Counterparts During Q1

Passively Managed Mutual Funds Outpace Their Active Counterparts During Q1

byRyan Nauman, Market Strategist

Drawdown Risk Reexamined

Drawdown Risk Reexamined

Money Market Funds Are Surging in Popularity. Here’s What Clients Need to Know

Money Market Funds Are Surging in Popularity. Here’s What Clients Need to Know

bySuzanne Woolley

tax forms and money

You’re Facing a Big Tax Bill If You Hold These Mutual Funds

You’re Facing a Big Tax Bill If You Hold These Mutual Funds

byClaire Ballentine

Schwab Clients Shift From Prime Funds to Government Portfolios

Schwab Clients Shift From Prime Funds to Government Portfolios

Morningstar: Over 500 Funds With SVB Exposure

Morningstar: Over 500 Funds With SVB Exposure

byDiana Britton, Managing Editor

stock market data

Actively Managed Funds Did Better Than Usual in 2022

Actively Managed Funds Did Better Than Usual in 2022

bySuzanne Woolley

ESG Investing: Don’t Forget Factor Exposures

ESG Investing: Don’t Forget Factor Exposures

byLarry Swedroe, Head of Financial and Economic Research

Orion Launches Compliance Tool With Share Class Monitoring

Orion Launches Compliance Tool With Share Class Monitoring

byRob Burgess, Technology Reporter

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Regulation & Compliance

Wall Street Firms Fight SEC Push to Change Mutual-Fund Pricing

Wall Street Firms Fight SEC Push to Change Mutual-Fund Pricing

byEmily Graffeo (Bloomberg)

A New Evolution for ETFs Looks Hopeful, With Caveats

A New Evolution for ETFs Looks Hopeful, With Caveats

byDiana Britton, Managing Editor

data screen

Wall Street’s Mutual Fund-to-ETF Magic Trick Is Failing to Wow

Wall Street’s Mutual Fund-to-ETF Magic Trick Is Failing to Wow

byEmily Graffeo

vanguard

Vanguard’s One-of-a-Kind Fund Design Is About to Get Some Competition

Vanguard’s One-of-a-Kind Fund Design Is About to Get Some Competition

byEmily Graffeo and Sam Potter

Burton Malkiel

Random Walk’s Malkiel Says Case for Index Funds Is Stronger Than Ever

Random Walk’s Malkiel Says Case for Index Funds Is Stronger Than Ever

bySuzanne Woolley

The Future Looks Messy for Passive Investors

The Future Looks Messy for Passive Investors

byMerryn Somerset Webb

The Potential Economic Consequences of a U.S. Default

The Potential Economic Consequences of a U.S. Default

byLarry Swedroe, Head of Financial and Economic Research

retiree riding the bus

401(k)s Tanked in 2022. Here’s What to Do in 2023.

401(k)s Tanked in 2022. Here’s What to Do in 2023.

bySuzanne Woolley

stock trader reflection

Active Managers Will Outperform Indexes in 2023, Says Bank of America

Active Managers Will Outperform Indexes in 2023, Says Bank of America

byVildana Hajric and Geoffrey Morgan

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Client Relations

Identifying the ‘Hidden’ ESG Investor

Identifying the ‘Hidden’ ESG Investor