Sponsored By

Mutual Funds

up-down-arrows-investing.jpg

Record $1.5T Rift Opens Between Mutual Fund, ETF Flows Record $1.5T Rift Opens Between Mutual Fund, ETF Flows

The tide has been shifting for years in an embrace of ETFs’ easier-to-trade and tax-friendly structure.

Dec 16, 2022

|

1 Min Read

banking finance money

Starving for Yield? Check Out Money-Market Funds Starving for Yield? Check Out Money-Market Funds

byAlexis Leondis

Dec 15, 2022

1 Min Read

stock market data

Muni-Bond ETFs Lure $28 Billion as Mutual Funds Bleed Cash Muni-Bond ETFs Lure $28 Billion as Mutual Funds Bleed Cash

byMartin Z. Braun

Dec 15, 2022

1 Min Read

Goldman Sachs to Pay $4 Million in SEC Case Over ESG Investments Goldman Sachs to Pay $4 Million in SEC Case Over ESG Investments

Nov 22, 2022

1 Min Read

stock trader computer screens

The Era of the Bond ETF Has Finally Arrived The Era of the Bond ETF Has Finally Arrived

byKatie Greifeld

Nov 18, 2022

1 Min Read

Battered Mutual Funds Saddle Investors With Big Capital Gains

Battered Mutual Funds Saddle Investors With Big Capital Gains Battered Mutual Funds Saddle Investors With Big Capital Gains

bySuzanne Woolley

Nov 18, 2022

1 Min Read

World’s Biggest Crypto Fund Hits Record 42% Discount to Value of Bitcoin It Holds

World’s Biggest Crypto Fund Hits Record 42% Discount to Value of Bitcoin It Holds

byKatie Greifeld

Vanguard Group company sign

Vanguard to Test Giving Retail Investors More Voting Power

Vanguard to Test Giving Retail Investors More Voting Power

Got Crushed in the Market? Harvest Your Losses to Lower Your Taxes

Got Crushed in the Market? Harvest Your Losses to Lower Your Taxes

byAlexis Leondis

Battered Tech Stocks Are Hammering 401(k) Retirement Funds

Battered Tech Stocks Are Hammering 401(k) Retirement Funds

bySuzanne Woolley

New ESG Fund Numbers Plunge Amid Crackdown on Greenwashing

New ESG Fund Numbers Plunge Amid Crackdown on Greenwashing

byFrances Schwartzkopff

cash printing

Investors Fleeing to Cash Like It’s 2020, BofA Strategists Say

Investors Fleeing to Cash Like It’s 2020, BofA Strategists Say

bySagarika Jaisinghani

stock market

Active Investing Outperforms in September Amid Brutal Stock Rout

Active Investing Outperforms in September Amid Brutal Stock Rout

byIsabelle Lee and Vildana Hajric

Traders Who ‘Just Want to Survive’ Sit on $5 Trillion Cash Pile

Traders Who ‘Just Want to Survive’ Sit on $5 Trillion Cash Pile

byLiz Capo McCormick, Alexandra Harris and Mary Biekert

Neuberger Berman

Neuberger Berman to Convert Its Only US Commodity Fund Into ETF

Neuberger Berman to Convert Its Only US Commodity Fund Into ETF

byEmily Graffeo

Active Versus Passive: Market Pros Weigh In on the Best Strategy for Retail Investors

Active Versus Passive: Market Pros Weigh In on the Best Strategy for Retail Investors

byKristine Owram and Claire Ballentine

franklin templeton office

Franklin Templeton Targets $50 Billion of Assets in ETF Overhaul

Franklin Templeton Targets $50 Billion of Assets in ETF Overhaul

Ensuring Your Impact Investments Deliver Impact

Ensuring Your Impact Investments Deliver Impact

byKunal Shah and Tatiana Esipovich

Sponsored Content

The Intellectual Index Provider

The Intellectual Index Provider

stock market data

ESG Fund Bosses Hit by ‘Reckoning’ as Goldman, DWS in Crosshairs

ESG Fund Bosses Hit by ‘Reckoning’ as Goldman, DWS in Crosshairs

Once Drafted by the Boston Celtics, Now He’s Leading a Quant Fund Firm

Once Drafted by the Boston Celtics, Now He’s Leading a Quant Fund Firm

byKatie Greifeld

SEC building

SEC Proposals for ESG Ignore 80 Years of Financial Science

SEC Proposals for ESG Ignore 80 Years of Financial Science

Active Managers Are on a Winning Streak. That Won’t Last

Active Managers Are on a Winning Streak. That Won’t Last

SEC to Crack Down on Misleading ESG Claims With Fund Rules

SEC to Crack Down on Misleading ESG Claims With Fund Rules

byLydia Beyoud and Saijel Kishan

The Case Against ESG in Plan Lineups—Part 1

The Case Against ESG in Plan Lineups—Part 1

SEC building

Regulation & Compliance

SEC: BNY Mellon to Pay $1.5M for ESG Error

SEC: BNY Mellon to Pay $1.5M for ESG Error

byPatrick Donachie, Senior Reporter

pie chart

Not-So-Modern Portfolio Theory

Not-So-Modern Portfolio Theory

byJonathan Justice

apple stock market

Why Your Index Fund Won’t Protect You From Tech’s Collapse

Why Your Index Fund Won’t Protect You From Tech’s Collapse

bySuzanne Woolley

Morningstar CEO: ‘Active Personalization Is the New Active Investing’

Morningstar CEO: ‘Active Personalization Is the New Active Investing’

byDiana Britton, Managing Editor

Regulation & Compliance

Allianz Unit to Plead Guilty, Pay Billions Over Hedge Fund Loss

Allianz Unit to Plead Guilty, Pay Billions Over Hedge Fund Loss

byBob Van Voris and Stephan Kahl

stock-trader-hands-over-face-Spencer-Platt-GettyImages-131113805.jpg

Your Stocks, SPACs and Crypto Are Tumbling. Now What Do You Do?

Your Stocks, SPACs and Crypto Are Tumbling. Now What Do You Do?

byCharlie Wells and Claire Ballentine

hourglass money sequence risk

Next Phase in the Evolution of Target Date Funds

Next Phase in the Evolution of Target Date Funds

byFred Barstein, The Retirement Adviser University,

JPMorgan Chase

JPMorgan to Kick Off $9 Billion of Mutual Fund-to-ETF Switches

JPMorgan to Kick Off $9 Billion of Mutual Fund-to-ETF Switches

byKatie Greifeld

Regulation & Compliance

The Risks of the 'No-Stock' Act

The Risks of the 'No-Stock' Act

jack bogle desk

Vanguard Stumbles In Pivot From Cult of Jack Bogle

Vanguard Stumbles In Pivot From Cult of Jack Bogle