Asset managers are seeking to capitalize on the popularity of exchange-traded funds. Experts say it's to the benefit of many ...

Charles Schwab is one of the best overall IRA providers, with high-quality customer service, no account minimum and low fees. The company offers a large selection of no-transaction-fee funds, gives ...

Called "direct to fund," or DTF by advisors, the method is a simple way for advisers to sell mutual funds to clients. The new ...

The payment amount is sourced from liquid fund holdings with the redemption happening at the back-end and the funds flowing ...

Mutual funds might sound like old-fashioned assets, but they’re still prevalent and valuable in today’s investment landscape. If you want instant diversification in a 401(k) account, you’ll likely ...

Financial advisors will soon — and for the first time — hold more of their clients' assets in exchange-traded funds than in mutual funds, according to a new report by Cerulli Associates. Nearly all ...

Annual survey data show roughly 73 million households own mutual funds, with 86% of mutual fund-owning households citing ...

The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...

Experts explain that mutual fund units qualify as capital assets under Section 2(14) of the Income-tax Act, 1961, and any ...

Getting a “KYC pending” or “on hold” message usually means one of three things: your mobile or email isn’t validated, your ...

Editorial Note: Blueprint may earn a commission from affiliate partner links featured here on our site. This commission does not influence our editors' opinions or evaluations. Please view our full ...