Mutual Funds

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MUTUAL FUNDS NOV 04, 2011
New commander at Magellan after Fidelity dumps Lange

Fidelity Investments has named Jeffrey S. Feingold to run the $17.4 billion Magellan Fund, replacing Harry Lange, who oversaw a two-thirds decline in assets in what was once the largest U.S. mutual fund

By Bloomberg
PRACTICE MANAGEMENT NOV 04, 2011
Putnam to kick off NFL season with Patriots partnership

Now that the National Football League's lockout is history, Putnam Investments has teamed up with the New England Patriots in a new marketing arrangement.

By Darla Mercado
ETFS NOV 02, 2011
Three reasons the recent rally will continue: iShares

First, and most important, a large part of the late summer sell-off was precipitated by a growing belief that the United States and the global economy were about to enter another recession.

By Russ Koesterich
MUTUAL FUNDS OCT 31, 2011
Bill Gross cops to 'stinker' of a year

Bill Gross, manager of the world's biggest mutual fund, is seeking to reassure clients that he hasn't lost his touch after he misjudged the extent of the economic slowdown, causing his Pimco Total Return Fund to trail rivals this year

By Bloomberg
BofA's Moynihan to answer 'skeptics' in Berkowitz conference
EQUITIES OCT 31, 2011
BofA's Moynihan to answer 'skeptics' in Berkowitz conference

Bruce Berkowitz's Fairholme Capital Management will hold a 90-minute conference call with BofA CEO Brian Moynihan on Aug. 10 during which investors in the Fairholme Fund, which holds 92.6 million shares of the bank, will get to ask about its sagging share price.

By Doug Cubberley
Bernanke: Moody's plan could trigger run on money funds
MUTUAL FUNDS OCT 28, 2011
Bernanke: Moody's plan could trigger run on money funds

Fed head criticizes rater's proposal to reveal which funds might be bailed out during market panics

By John Goff
RIA NEWS OCT 20, 2011
Five secrets of the best wholesalers

The top fund hawkers generally take the same approach to winning over advisers

By Evan Cooper
ETFS OCT 19, 2011
BlackRock: ETF standards in need of improvement

BlackRock Inc., which controls 42% of the exchange-traded-fund market, is calling on its peers and regulators to raise their standards in terms of transparency and oversight of ETFs

By Jeff Benjamin
ETFS OCT 19, 2011
ETF vehicles will soon be ranked

Morningstar Inc. will begin ranking exchange-traded-fund managed portfolios, the company said last week in Chicago at its ETF Invest Conference

By Jeff Benjamin
RIA NEWS OCT 18, 2011
Raymond James working on no-fee ETF program

Raymond James Financial Inc. aims to have a no-fee ETF program up and running within six months.

By Dan Jamieson
ICI to regulators: When knocking ETFs, please be specific
ETFS OCT 11, 2011
ICI to regulators: When knocking ETFs, please be specific

The Institute is worried that a recent report about synthetic ETFs actually tarred all exchange-traded funds. That, in turn, led to 'inflammatory media coverage.'

By Jessica Toonkel
MUTUAL FUNDS OCT 11, 2011
ICI to SEC: What's your say on pay-to-play?

With the Sept. 13 deadline on pay-to-play rules looming, mutual fund companies are in heated discussions with broker-dealers about getting access to customer information that they need to comply

By Jessica Toonkel
ALTERNATIVES OCT 10, 2011
More options make bets on alpha easier

As the mutual fund industry continues to migrate toward the alternatives arena, financial advisers might find individual fund selection among the more challenging parts of their job

By Jeff Benjamin
BlackRock rolls out alternatives funds for the Average Joe
ALTERNATIVES OCT 05, 2011
BlackRock rolls out alternatives funds for the Average Joe

BlackRock Inc. will give its retail clients access to alternative investments through mutual funds

By Lavonne Kuykendall
RETIREMENT PLANNING OCT 05, 2011
U.S. consumer bureau seeks input on military financial products

The U.S. Consumer Financial Protection Bureau is seeking public comment on financial products aimed especially at members of the military.

By Doug Cubberley
Investors piling into stable-value funds — but not reading the fine print
MUTUAL FUNDS OCT 04, 2011
Investors piling into stable-value funds — but not reading the fine print

Many don't realize the restrictions that apply to such investments; 'stable-value, not guaranteed'

By John Goff
MUTUAL FUNDS OCT 04, 2011
Fund investors throw in towel

Mutual fund investors are running for cover

By Jeff Benjamin
MUTUAL FUNDS OCT 03, 2011
Growth Fund of America flags as U.S. standard-bearer

By Bloomberg
Automatic enrollment reduces savings disparity among ethnicities
RETIREMENT PLANNING OCT 02, 2011
Automatic enrollment reduces savings disparity among ethnicities

By Darla Mercado
RETIREMENT PLANNING SEP 30, 2011
BlackRock's indexed target date funds aim at Vanguard, Fidelity

BlackRock Inc. may be touting its new indexed target date series, but it will face some tough competition from established players in the market.

By Darla Mercado