Mutual Funds

Displaying 5357 results
Brinker Capital rolls out DOL fiduciary rule-friendly funds
MUTUAL FUNDS APR 12, 2017
Brinker Capital rolls out DOL fiduciary rule-friendly funds

By Jeff Benjamin
EQUITIES APR 12, 2017
Investors pour into bond funds in March

But junk funds get trashed.

By John Waggoner
RETIREMENT PLANNING APR 11, 2017
Retirement plan advisers should bone up on lifetime income

Expect rapid product innovation and growing demand in this area, along with considerable business opportunity

By Blaine F. Aikin
ETFS APR 04, 2017
Record $132 billion flowed into ETFs in first quarter

Fixed income had best quarter ever, while equity inflows continued at blistering pace

By InvestmentNews
MUTUAL FUNDS APR 03, 2017
First quarter stock performance soars, though investors pay a high price for it

Large-cap, growth and international funds take the lead.

By John Waggoner
MUTUAL FUNDS MAR 31, 2017
As Fed raises interest rates, money funds increase yields, some to more than 1%

Clients won't get rich, but at least they'll get more than zero.

By John Waggoner
MUTUAL FUNDS MAR 29, 2017
BlackRock shakes up struggling active stock-picking unit

Changes include laying off workers, cutting fees and moving funds to its quant unit

By Bloomberg
MUTUAL FUNDS MAR 28, 2017
Vanguard shareholders in 15 funds get fee break

Expenses lower by one to three basis points in several state muni bond funds

By InvestmentNews
RIA NEWS MAR 26, 2017
Fidelity's RIA business: a strong No. 2 that's working harder

The firm doesn't have as many adviser assets as rival Charles Schwab & Co., but together they control 70% of the market.

By John Waggoner
FINTECH MAR 24, 2017
Remember the tech wreck? For some, the hurting hasn't stopped

Seventeen years later, some funds are still showing losses.

By John Waggoner
MUTUAL FUNDS MAR 23, 2017
American Funds clobber Lipper Awards for target-date funds

Thrivent nabs two best overall trophies, while TIAA gets best overall large fund company for fifth straight year.

By John Waggoner
MUTUAL FUNDS MAR 23, 2017
The full list of 2017 Lipper Fund Awards winners

By Ellie Zhu
RETIREMENT PLANNING MAR 19, 2017
Large advisory shops build custom target-date funds

The firms are able to deliver the funds at low cost to small 401(k) plans, but some question if there's a potential conflict involved in recommending proprietary funds.

By Greg Iacurci
MUTUAL FUNDS MAR 17, 2017
Small funds get less Morningstar attention, says industry watcher

Mutual Fund Observer finds many five-star small funds no longer covered.

By InvestmentNews
RETIREMENT PLANNING MAR 16, 2017
Some active target-date fund managers shine as passive management continues 401(k) onslaught

American Funds and American Century saw the largest percentage growth last year among prominent TDF providers.

By Greg Iacurci
MUTUAL FUNDS MAR 15, 2017
Investors flee some low-volatility funds — possibly at worst time

Rising rates and markets with already low volatility are the biggest factors causing the drain.

By John Waggoner
Why the best portfolios mix active and passive investments
OPINION MAR 15, 2017
Why the best portfolios mix active and passive investments

Beating a benchmark is an empty victory if an investor cannot meet their financial priorities.

By Andrew Crowell
FINTECH MAR 12, 2017
Helping investors keep their footing in shifting sands

Markets are significantly different than they were 10 years ago. Are Technology and safeguards keeping pace?

By Kara M. Stein
MUTUAL FUNDS MAR 09, 2017
Senate panel approves bill to promote ETF research

Measure, passed by overwhelming House majority last year, gives brokers safe harbor for issuing reports.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAR 08, 2017
Brokers-dealers move to trim fund offerings as they adjust to DOL rule

Small fund companies may have to pivot, by embracing a niche specialization or redirecting sales forces toward new distribution channels.

By Greg Iacurci