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.
Fed Raises Rates; So What Should Clients Do?
By Bernice NapachThe Fed's latest move has implications for investments and management of short-term variable debt.
March 10, 2017
Morningstar Files to Launch Its Own Mutual Funds for AdvisorsThe subadvised funds will replace current third-party funds that comprise Morningstar Managed Portfolios.
March 09, 2017
Voya to Pay $3.1M for Not Disclosing Payments Tied to Fund SalesThe advisor group will pay penalties for failing to tell clients about revenue collected from a third-party BD, the SEC said.
March 08, 2017
Gundlach: Fed to Raise Rates ‘Until Something Breaks’The DoubleLine CEO is bullish on some emerging-market debt and Asia equities; bearish on Europe.
March 06, 2017
Betterment Rebuffs Buffett, Says Sage’s Advice ‘Doesn’t Work Anymore’CEO Jon Stein makes the case that he can top Vanguard index funds, and advisors, in a heated CNBC interview.
March 06, 2017
GMO: How to Build a Better Target Date FundTDFs have solved the behavioral problem of getting investors to save for retirement but not the investment one, says Peter Chiappinelli of GMO.
March 06, 2017
Standard Life to Buy Aberdeen in $4.7B Stock DealAberdeens largest shareholder will support the all-share deal, which creates a $811 billion asset manager.
March 06, 2017
Research Affiliates Launches Smart Beta Factor Valuation Tool: Portfolio ProductsIn other product news, Hartford Funds expands its socially responsible investing lineup.