Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.
I signed a Divestment Pledge so there’s no chance my investments could be going to the wrong people…right? So you’ve signed the divestment pledge, vowing to avoid investments in the top fossil fuel producers.
Fund firms are likely to face downward pressure on fees, as well as fewer mutual fund share classes, based on the Department of Labor’s (DOL) fiduciary rule, according to a recent story in Investment News.
Morningstar recently announced changes to its Morningstar Analyst Ratings system, now applying this forward-looking rating to ETFs. In addition, ETFs will now be combined into the same relevant peer group alongside mutual funds for the traditional Morningstar one to five-star rating calculated quantitatively using backward-looking performance and risk data.
There are many financial industry conferences hosted every year. Each event requires a hefty "investment" of time and resources. Choosing which conferences to attend each year can be a daunting task.
Market Volatility Is Here To Stay. How Are Some Investors Dealing With It?
The first half of the year saw the market heading toward stability and growth for the first time in years.
US Investors May Fear They've Missed the Boat on this Recent Market Rally
-US equity funds shed $8.2 billion in the week ending July 20
-US bond funds captured almost double that amount