Tag: Mutual Funds

The lawsuit seeks to recover retirement plan losses due to alleged mismanagement of CoreLogic’s 401(k) retirement plan.  

After acquiring the Wilmington Trust CIT division from M&T Bank, new owners Madison Dearborn Partners opt for rebrand. 

Mirae Asset Mutual Fund launches Smart Beta ETF; Brown Advisory introduces Sustainable Value Mutual Fund; Modern Capital releases Capital Tactical...

Asset flows data for early this year shows institutional investors bucking 2022 trends. 

Investment fees paid by retirement plan participants continued to trend down, in 2022. 

Industry groups, including ERIC, SPARK and ICI, argue that a proposed mutual fund pricing rule popular in the EU would...

Target-date funds invested passively extended an asset winning streak over their active-suite counterparts, new research found.

Capital Group, which runs American Funds, made the announcement amid what the company called long-planned leadership changes. 

RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.

MSCI offers investment tools to screen companies harming biological diversity; John Hancock launches equity income portfolios; RBC launches U.S. mutual...

Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...

If adopted, the new rule would require most open ended funds to keep at least 10% of their assets in...

The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts. 

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Fees fell for active as well as passive funds in 2020, but investors pay more for sustainable investments than traditional...

Vanguard adds active equity funds to Personal Advisor Services solution, and John Hancock introduces mortgage-backed securities ETF.

The activity of TDFs contrasted with that of other mutual funds, while CITs increased market share of target-date strategies.

Ubiquity Retirement + Savings makes ESG options available to 401(k) plans, and HSBC launches AI powered multi asset index.

Since regulations were passed in 2007, mutual funds have been embraced more by 403(b) plan sponsors and participants, and mutual...

Innovator expands Defined Outcome ETF suite; Vanguard merges Capital and Windsor funds; and IHS Markit delays rebalancing actions on indices.