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.
Northwestern Mutual Wealth Management Hits $100B in AUM
By Emily ZulzNorthwestern Mutuals client investment AUM has more than doubled from 2006 to 2016.
February 06, 2017
TDFs’ Underlying Funds May Not Meet Plan Sponsors’ IPS StandardsJanus finds some plan sponsors aren't vetting the underlying funds in TDFs closely enough.
February 06, 2017
Bill Gross: Investors Must Embrace QE’s ‘Financial Methadone’ECB and BOJ pulling support would sink markets, the Janus bond manager writes.
February 06, 2017
How to Make It in a Low-Fee World: CerulliAdvisors must consider fees as a critical factor in portfolio construction.
February 02, 2017
Schwab Cuts Online Trading Costs, Index Mutual Fund ExpensesEquity and ETF commissions cut as CEO Bettinger says disruptive actions include a broadened money-back guarantee.
January 31, 2017
AI Platform Trawls Internet for Bond DataBitvore is a continuous analysis engine, according to CEO Jeff Curie.
January 31, 2017
Fiduciary rule compliance boosts passive investment productsCefulli Associates: The looming DOL fiduciary rule compliance deadline is pushing advisors to favor lower-cost investment products.
January 30, 2017
Wirehouses Settle Bias, Fraud and Other MattersLarge financial institutions have dealt with fallout from the 2008 financial crisis for several years. Today, they are facing a variety of compliance issues.