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.
ETF Assets Predicted to Surge 73% by 2020: EY Global Report
By Michael S. FischerRIAs were biggest buyers of ETFs in 2016, as report says industry will need to do more than just be inexpensive.
November 22, 2017
FINRA Upgrades Fund Analyzer Tool to Add Fee, Discount CalculationsInvestors can research and compare more than 30,000 products
November 22, 2017
Waddell & Reed Makes Exec Shifts at Ivy Funds, BDThe firm announced the departure of Thomas Butch and new appointments to key leadership slots.
November 22, 2017
Donor-Advised Funds Surge to Record in 2016, NPT ReportsDAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
November 21, 2017
Raymond James Wraps Up $172M DealThe firm completes purchase of Scout Investments and Reams Asset Management and shares its October results.
November 20, 2017
13 Best & Worst Broker-Dealers: Q3 Earnings, 2017Most, but not all, large financial firms with broker-dealer operations reported positive results for the quarter.
November 20, 2017
Joe Duran’s 6 Rules to Succeed in the Age of VanguardDuran gave the Schwab Impact audience concrete ideas to help advisors successfully deliver financial advice in a world of disruption.
November 20, 2017
Top 10 Hedge Funds Invested in Equities in Q3Financials, energy and healthcare are the favored sectors.