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.
What's the Key to Broader Adoption of ESG Investing?
By Emily ZulzCerulli research indicates that more wealth management firms are building out ESG capabilities for investors and advisors.
September 05, 2018
4 Questions to Ask the Ultra-Wealthy ClientThese questions will help you understand their family structure and sometimes complex tech needs.
September 04, 2018
Merrill Can't Restore the Bad Old Days of ConflictsInvestors can use robo-advisors and discount brokerages to minimize conflicted investment advice from traditional retail brokers.
September 04, 2018
Fidelity Zero-Fee Funds Lure Nearly $1B in First MonthFidelity has about $400 billion in passive assets firmwide.
August 28, 2018
Morgan Creek and Bitwise Partner to Launch Crypto Index FundThe Digital Asset Index Fund will provide broad-based digital asset exposure to institutional investors.
August 28, 2018
Mutual Funds, ETFs Get Healthy Boost in July: CerulliA report found that 66% of asset managers said it was a high priority to build out new vehicle offerings.
August 28, 2018
Are Plan Advisors Overpaid? Ted Benna Says Yes"Father of 401(k)s" discusses five changes he would make to today's retirement plans, and one is to cut fees.
August 28, 2018
It's All About the BenjaminsA more aggressive stance by SEC examiners means advisors need to be prepared and able to respond to the questions below.