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.
Wirehouses Settle Bias, Fraud and Other Matters
By Janet LevauxLarge financial institutions have dealt with fallout from the 2008 financial crisis for several years. Today, they are facing a variety of compliance issues.
January 26, 2017
Bonds, Not Stocks, Are the Future for Active ETFsThroughout this week's Inside ETFs conference the talk about actively managed funds almost always came back to fixed income funds.
January 26, 2017
DOL Fiduciary Rule Inspires New Alphabet Soup of Fund SharesJanus has filed with the SEC to launch P and Z shares.
January 26, 2017
Citi Agrees to Pay $18.M to SEC Over Excess Fees on Managed AccountsThis repayment and fine come two weeks after a similar settlement with New York officials.
January 25, 2017
4 Top Active Fund Managers of 2016: MorningstarThe research group names leaders in equity, international, fixed income and asset allocation based on performance and consistency.
January 23, 2017
Active Management Isn’t Dead, but It’s Evolving: Vanguard’s Tom RampullaThe managing director of Vanguard Financial Advisor Services makes the case for low-cost actively managed funds.
January 20, 2017
Trump Inaugural Speech Ignites Fear of Trade WarThe fears offset some of the pro-growth optimism that has already rallied stocks.
January 18, 2017
Schwab, TD Ameritrade Post Strong Q4 Earnings as New Accounts, Assets SoarAssets in proprietary Schwab ETFs rose more than 50% from last year to $62 billion.