If advisers haven't heard of extensible business reporting language, or XBRL, they soon will.
The SEC is looking at capping the 12(b)-1 marketing and sales charge fees that fund investors pay and is preparing to issue a proposal early this year concerning the approximately $12 billion a year paid in such fees.
The fund is designed to give investors exposure to investment-grade municipal bonds with a nominal maturity of 17 years or more.
The mutual fund industry will let its hair down this year, introducing ever more exotic, hedge-fund-like products that make even greater use of complicated vehicles such as derivatives, according to some industry experts.
A woman's place is in the House and Senate, said the late feminist and congresswoman Bella Abzug. Today, include the marketplace as well.
The basic premise behind the management of the Managers AMG Essex Small/Microcap Growth Fund (MBRSX) is finding good companies that few other analysts have yet to identify as prospects.
The inflows slowed substantially as investors poured more money into exchange traded funds.
Jackson National Life Insurance Co. today added a pair of new portfolios to its retail mutual fund lineup.
Asset levels hit $13 trillion in December, gaining approximately $1.8 trillion from the beginning of the year.
The Vanguard Group has launched ETFs on the NYSE Arca today, which seek to track three MSCI Indexes.
Evergreen Investment Management has launched three new diversity equity mutual funds.
The first U.S.-listed Chinese Real Estate ETF gives investors exposure to the Chinese real restate market.
Due to negative returns, investors are pulling money out of mutual funds that invest in real estate investment trusts, but financial advisers believe that now is not the time to trim holdings.
While mutual funds continue to garner the lion's share of investment assets, their growth is trailing that of exchange traded assets and separately managed accounts.
Brokers and other industry observers are steaming over a new study that shows that investors who buy load funds do far worse than the funds themselves.
Investors eyeing socially conscious funds are no longer looking merely at the social issues; they are also looking for performance — a change that has resulted in new offerings from fund firms in asset classes that have been underrepresented in this market for nearly a decade.
Despite the drop in assets, 26 new ETFs were added to the market last month, brining the total number to 612.
Despite once having been seen as betraying financial advisers, The Vanguard Group Inc. of Malvern, Pa., continues to ratchet up efforts to court them.
As 2008 rolls around, it will bring an important historical marker: The five-year anniversary of the bull market.
