The trusted resource for financial advisors - Investment News
Closed-end fund investors seeking to build on solid 2024 returns. Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.
Fidelity success as venture capital fund reaches $250M fundraising ...
Oct 2, 2024 · Investors including hgih-net-worth individuals, family offices, and registered investment advisors have backed a venture capital fund from Fidelity Investments.
Mutual Funds - Investment News
Dec 13, 2024 · Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.
News - Investment News
Jan 3, 2025 · A $24B fund puts its religious stamp on corporate America Some religiously aligned funds underperformed last year, but they are nonetheless attracting investors who want to counter corporate ESG ...
Investors still lacking mutual fund fee literacy, suggests SEC report
Dec 13, 2024 · A new report from the SEC's Officer of the Investor Advocate sheds fresh insights on investors mutual fund fee literacy, including how visual tools such as "fee meters" could enhance their ...
Investing - Investment News
Jan 3, 2025 · Mutual fund flips to ETFs hit a record in 2024 But even after an epic year with more ETF conversions expected, one expert argues mutual funds will always have a place.
B. Riley misses report to regulators as it struggles to value assets ...
Aug 13, 2024 · B. Riley faces a widening US probe into its accounting practices and deals with a former business partner tied to a collapsed investment fund, Bloomberg News reported.
Mutual fund-to-ETF flips are winning moves, finds BofA research
Nov 27, 2024 · For US asset managers, the increasingly popular practice of converting mutual funds into exchange-traded funds offers significant inflow benefits, according to a recent study by Bank of America.
BlackRock plots money-market fund push with new ETFs
Nov 12, 2024 · A regulator has banned the Islamic investment firm's campaign calling for a "money revolution" after multiple complaints led to a finding that it caused serious offense. Analyst cites LPL ...
Vanguard culling its legacy mutual fund account system by end of …
Oct 25, 2024 · For advisors who still have clients invested in mutual funds directly through Vanguard’s legacy transfer agent system, that company dropped some big news: That option is closing at the end of 2025.