Top congressional Democrats reached an agreement to increase taxes on managers of buyout firms and other investment funds as part of a jobs bill they plan to put to a vote tomorrow in the U.S. House, lawmakers said.
Retail investors will no longer be able to buy mutual funds from AQR Capital Management without going through a financial adviser, starting Oct. 30.
Bridget A. Macaskill, president and COO of First Eagle Investment Management, was also named CEO.
Commission-free ETFs are good, but they may not be best.
London calling: Fund advocacy group sets up international body in the U.K.
Mohamed El-Erian says that today's nonfarm payrolls report demonstrates a “tug of war” between cyclical and structural factors. His take? The second half of 2010 will be more important that the first
Banks with strong balance sheets are flying lazy circles over weaker rivals. And with 700 banks on the FDIC's worry list, there's plenty of stragglers to go after
Count mutual funds and their investors among the big losers in the legal battle between the SEC and The Goldman Sachs Group Inc.'s broker-dealer unit.
A handful of big fund companies are revamping their target date offerings in hopes of limiting risk — and preventing another major blowup.
If combatants in the debate over target date fund investment approaches thought that Morningstar Inc. could provide a tiebreaker, they were out of luck.
Higher federal taxes, coupled with a rising stock market, threaten to hit U.S. fund shareholders particularly hard.
Mutual funds are a cornerstone of retirement planning. Yet they're widely misunderstood.
Stephen Roseman has introduced the Thesis Flexible Fund, which aims to providers investors and advisers that want a hedge-fund-like investment but also the liquidity of a mutual fund
Managers of target date funds are adding commodities to their portfolio mixes, but experts wonder whether the moves are substantive or just window dressing.
This large-cap growth fund's investment approach, seeking high-quality companies that are growing their near-term earnings faster than the market and trading at a discount to their intrinsic value, has been well executed.
Morgan Keegan fallout? The securities regulator warns B-Ds that bonds in funds cannot be considered 'rated' unless a third-party actually does the rating
Eve Guernsey will retire as CEO, investment management Americas, at J.P. Morgan Asset Management by the end of 2010.
Investors who are seeking yield in a low-return environment are finding pockets of opportunities in the peculiar world of closed-end mutual funds.
Investment researcher Morningstar Inc. said Tuesday it acquired the Footnoted business of Financial Fineprint Inc., which reviews companies' regulatory filings and highlights examples of potential financial troubles or excessive compensation.
