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.
FinaMetrica Offers XYPN Members Risk Tolerance Toolkit: Portfolio Products
By Emily ZulzIn addition, Franklin Templeton launched two new municipal bond ETFs and Sage Advisory Services added a customized laddered muni strategy.
September 06, 2017
‘Substantial Room for Improvement’ in Investors’ Financial IQ: AMG FundsOnly 9% of survey respondents could correctly identify market risk measures, according to the survey of 1,000 individual investors.
September 06, 2017
Buffer Equity Market Sell-Offs With Government Bonds: BlackRockMarket movements early last week highlight how government bonds can offer diversification benefits, Richard Turnill says.
September 05, 2017
Evidence Mounts for Green Bonds Outperforming: HSBCThe U.K. bank found that green bonds trade closer to their benchmarks than regular debt from the same issuer.
September 05, 2017
Russell Taps Michelle Seitz as CEOSeitz, the former head of William Blair Investment Management, has been in the business for three decades.
September 01, 2017
Security Benefit Adds 9 Funds to Variable Annuities: Portfolio ProductsAlso, Turner Investments acquires Elkhorn Capital Group and plans new products.
August 31, 2017
7 Top Online Brokerages: KiplingerKiplinger ranks firms based on commissions, investment choices, tools, research, ease of use, mobile access and advisory services.
August 29, 2017
Website Simplifies the Hunt for Mutual Fund Fact SheetsMost advisors spend several dreary hours a week searching for fund fact sheets. RoboWholesaler helps streamline the process.