When it comes to investment vehicles, both mutual funds and ETFs have points in their favor. Mutual funds offer more choices among active strategies, come with different share classes for different ...

Exchange traded funds continue to emerge as a preferred vehicle for many investors, as they recorded net share issuance of nearly $600 billion in 2023. In contrast, long-term mutual funds experienced ...

Financial planning involves a lot of elements. For a growing share of advisors, managing investments isn't one of them. The use of mutual fund wrap programs — a unique type of fund that allows ...

They're also no longer a secret to either advisors and investors. Assets invested in the U.S. ETF industry reached a record of $7.6 trillion at the end of July, up 16.8% from $6.51 trillion at the end ...

Forget quick tips; a decade-long investment requires a structured approach. The article outlines a five-step checklist, ...

Having trouble finding a Large Cap Growth fund? Fidelity Advisor New Insights I (FINSX) is a potential starting point. FINSX holds a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various ...

If investors are looking at the Sector - Tech fund category, Fidelity Advisor Technology A (FADTX) could be a potential option. FADTX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on ...

The U.S. Securities and Exchange Commission cleared the way for Dimensional Fund Advisors to launch an exchange-traded fund ...

The investment seeks a combination of a high level of income and the potential for capital gains. The fund invests primarily in income-producing debt securities, preferred stocks, and convertible ...

Switching clients’ mutual funds is well-established industry practice to generate commissions charged to clients.

Osaic has agreed to pay about $3 million to resolve allegations that Securities America, which joined the wealth management ...