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.
Merrill Can't Restore the Bad Old Days of Conflicts
By Nir KaissarInvestors can use robo-advisors and discount brokerages to minimize conflicted investment advice from traditional retail brokers.
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.
August 23, 2018
Passive U.S. Funds Get Boost in July: MorningstarJuly Direct Asset Flows report shows a "modest" uptick in inflows to long-term U.S. open-ended ETFs.
August 23, 2018
More Bad News About Active Funds' PerformanceMorningstar's latest active/passive barometer shows that the performance gap has grown.
August 21, 2018
8 Best RIA-Sold 529 Plans: Savingforcollege.comThese are the best-performing 529 funds sold through RIAs based on the three-year performance composite rankings.
August 18, 2018
Druckenmiller Says Semi-Annual Reporting Would Be 'Challenging'The money manager suggested that Trump lead by example "and tweet every six months."