Mutual Funds Updates

Fears that the current crop of earnings may be as good as it gets and that higher bond yields will sap demand for equities, all weighed on investor sentiment.

Investors saved $4 billion last year thanks to lower fees, wealth managers are still too vulnerable to down markets and accounting firms partner on wealth management.

Will a reduction in central bank balance sheets, combined with higher interest rates, be a headwind to emerging markets and high-yield bond funds? Historically, there is correlation.

Money market funds have benefited from the rise in interest rates; some say that makes them an attractive option for clients’ cash.

The independent broker/dealer is lowering a custody threshold so more advisors can take advantage of a flat-rate administration fee.

Successful investors will be defined by highly idiosyncratic and concentrated portfolios.

The jump in energy and commodity prices bolstered an investment case for Russia as investors rebuild exposure to the market after Syrian airstrikes.

Investors grow cautious ahead of the summit between President Trump and Prime Minister Shinzo Abe, as Japan’s trade surplus and land sale scandals raise headwinds.

Wealthfront announced that it will be cutting the expense ratio on its new mutual fund offering in half, to 0.25 percent from 0.50 percent.

Only 14 U.S. debt funds were managed exclusively by women as of September 2017, compared with 47 in 2004.