Mutual Funds

"We're not dictating the [investment] philosophy," says Schwab Intelligent Portfolios head Naureen Hassan. "We're the technology platform. So over time, we'll continue to evolve it."
Schwab's Plan To Re-engineer Automated Investment Advice
Robos don't have to be based on ETFs, says Naureen Hassan, head of Schwab's Intelligent Portfolios. "It can be mutual funds, individual securities -- whatever we want it to be, because it is a technology platform."
Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings. Read More »
As the Fed looks to tighten monetary policy, advisors must help their clients navigate a low-yield environment while also preparing their portfolios for rising rates. Read More »
Funds would have to maintain a minimum cushion of cash or cash-like investments that can be sold within three days. Funds also could charge investors who pull their money on days of elevated withdrawals. Read More »
Janet Yellen has the fixed-income market just where she wants it: ripe for the first increase in U.S. interest rates since 2006. Read More »
Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income. Read More »
Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds. Read More »
Bank of New York Mellon, which has been plagued for the past week with computer problems that prevented it from providing prices for mutual funds and exchange-traded funds, said Monday it has provided net asset values for both through Friday. Read More »
The glitch's impact is widespread. Prudential, for instance, says 40 of its more than 60 funds were affected. Read More »
"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst. Read More »
Due to a well-timed computer breach, the PureFunds ISE Cyber Security ETF saw one of the fastest ascents in ETF history. Read More »
A wave of selling gripped global markets as the rout in all but the safest assets deepened. Read More »
The ETF industry is on a tear. Here's a rundown of the most important market statistics from the first half of the year. Read More »
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