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Fund News for Advisors in the Know

By Ed McCarthy, CFP, RICP

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Go Active or Go Home

Morningstar’s Ryan Leggio discusses the impact of a fund managing adhering tightly to an underlying index.

Floating-Rate Bond Funds May Set Investors Adrift

Getting Personal: Mutual Funds Pass Separately Managed Accounts In Fee Accounts

The Real Trend In Fund Flows Will Crush Mutual Fund Managers, And Forever Change The Way Stocks Behave

Joe Weisenthal with Business Insider writes about the shift from active to passive management.

A Boom in Bonds Hurts Mutual Funds

Bloomberg BusinessWeek’s Charles Stein examines bond fund and equity fund investments flows.

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