A Massachusetts investment advisory firm has launched a series of indexes based on actively managed mutual funds.
Mutual funds that charge redemption fees will not qualify as default investments under the Department of Labor's recently announced final rules.
The mutual fund industry and independent 401(k) service providers squared off last week before the House Ways and Means Committee over whether fees for various 401(k) services should be broken down in disclosures to employers.
It was the ETF Insider's index of the top 50 exchange traded funds' second-strongest month this year.
Tomorrow, WisdomTree Trust will debut an ETF offering exposure to small-cap stocks in emerging markets.
The new regulations from the Department of Labor covering qualified default investment alternatives will have widespread ramifications for both financial advisers and insurance companies.
Mutual fund companies catering to the first wave of baby boomers, now nearing retirement, may be neglecting younger boomers who have many more years of work still ahead of them.
Exchange traded funds are becoming a must-have for individual investors, but few of them know exactly what they are, how they work or what makes them different from their mutual fund cousins, advisers observed.
Brokerage firm advisers are offering investors fewer mutual funds because the compliance burden of putting clients into new funds are too onerous, according to a report by Westwood, Mass.-based Hobson & Co.
Quantitative investment strategies that maintain consistent long and short exposures, commonly known as 130/30s, are hot.
While 401(k) investors' choices of mutual funds vary widely, one element of concern seems to be constant: cost.
Members of the Financial Services Institute Inc. met with members of Congress and their staffs on Capitol Hill Oct. 10, in a push to retain in their current form 12(b)-1 fees, which the advisers say are crucial to their work with smaller clients.
More mutual funds are being developed that offer managed payouts designed to give investors a steady stream of income.
Investors continue to bail as Harry W. Lange celebrates his two-year anniversary as the manager of the Fidelity Magellan Fund on Wednesday, although it's clear that the fund's performance is on the mend.
Financial advisers focus only on sales brochures and fund information that is germane to their financial practices; otherwise, marketing efforts fail to attract their attention, even momentarily, according to a soon-to-be released report.
Fidelity's VIP Contrafund Portfolio will be managed by a multi-manager group of seven managers.
Barclays has launched eight exchange-traded notes to track commodities on NYSE Arca today.
The Claymore/Zacks Dividend Rotation ETF will follow the Zacks Dividend Rotation Index from Zacks Investment Research Inc.
Dwindling assets and intense regulatory scrutiny continue to take their toll on mutual fund B shares, which at the current rate of attrition are likely to become nearly extinct inside five years.
It is difficult to evaluate funds and strategies that haven't yet established a track record, but the <b>Aston/Neptune International Fund (ANIIX) </b>comes to market with a certain pedigree and a legitimate strategy for investing outside the United States.
