Tag: Mutual Funds

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.

‘To ensure access to invested monies for shareholders across the country,’ ICI’s president asks the Board of Governors to consider...

Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.

American Beacon and asset management firm launch bond fund; Hartford Funds and Wellington Management release ETF; and Vanguard announces lower...

iShares expands ESG initiatives; T. Rowe Price announces enhancements to TDFs; and Swan Global Investments reduces CIT fees.

IHS Markit adds MSCI ESG ratings; HarbourVest offers private equity with Vanguard; Northern Trust automates process for bank loan trading;...

Fidelity Investments releases bond model suite, and BlackRock announces sustainability as new standard for investing.

CUNA Mutual adds Stadion managed account service to platform; MSCI creates new fixed income indexes; Transamerica decreases fees on two...