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.
Edelman Financial Engines Cuts Fees
By Bernice NapachThe new fees apply to new accounts and are expected to take effect for legacy accounts in early 2019.
December 03, 2018
Wells Fargo Announces New Retirement Income Planning Center: Portfolio ProductsAlso, Natixis and Loomis Sayles partnered to launch a new index that offers a stable risk profile.
December 03, 2018
Outflows From Actively Managed Equity Funds Slow: GoldmanInflows into passive funds also slowed, the report shows.
November 28, 2018
Why Advisors Expect to Boost Clients' Bond AllocationsThe survey of 200 advisors offers multiple reasons for the growing interest in fixed income.
November 27, 2018
John Bogle: RIAs Are the Future; Trading Is Investors' EnemyThe Vanguard founder tells ThinkAdvisor about Vanguard's tech glitches, Fidelity's no-fee funds and what's in his portfolio.
November 26, 2018
12 Best & Worst Broker-Dealers: Q3 Earnings, 2018Several firms reversed gains they made in the prior quarter, while others sharply improved.
November 26, 2018
Analyst Who Nailed 2018 Has Same S&P 500 Forecast for Next YearProspects for a "material" deceleration in corporate profits underpin Mike Wilson's persistent caution.
November 22, 2018
CDOs Return, as a Hybrid of Junk Bonds and Leveraged LoansSome insurers like them. A Penn Mutual analyst has concerns.