Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Fund Investors Pull $56B in Biggest Exit Since '08
By Charles SteinThe exit from funds came as stocks have plunged on fears of a slowing global economy and President Donald Trump's criticism of Federal Reserve Chairman Jerome Powell.
December 21, 2018
Why Advisors Should Consider Sustainable Investing in 2019Among the many reasons: climate change, risk reduction and the generational wealth transfer.
December 20, 2018
SEC's 6 Compliance Exam Priorities for RIAs in 2019The SEC "will maintain its focus on critical market infrastructure and Main Street investors" in the year ahead, says Chairman Clayton.
December 19, 2018
SEC Seeks Comments on Fund-of-Funds ChangesThe new rule would allow many fund-of-fund mutual funds and ETFs to go forward without exemptive relief from the commission.
December 18, 2018
How to Be More Effective in Selecting Active ManagersDespite the claims of indexing aficionados, actively managed funds are not going the way of typewriters, pagers and landline phones.
December 18, 2018
TD Ameritrade Boosts Onboarding With Platform UpgradesEight tech firms are integrating with the Veo One platform.
December 18, 2018
Putnam Investments Launches 'Always Active' CampaignThe campaign is designed to build awareness of the firm's active management capabilities.
December 18, 2018
Target Date Fund Evolution Now Awaiting Tech RevolutionTDFs face growing competition and pose challenges for advisors. Technology can address these issues.