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.
Why RIAs and IBDs Favor ETFs Over Actively Managed Funds 4 to 1
By Bernice NapachThe increased flows into ETFs are due to many factors including the DOL fiduciary rule.
November 28, 2016
Among Mutual Funds, It's Still a Man's WorldMorningstar reports that the percentage of mutual funds managed by women has not changed since the financial crisis of 2008.
November 28, 2016
Index Funds, Quants and Hedging: John Bogle SpeaksBogle discussed some of the more abstruse critiques of index investing with Bloomberg.
November 28, 2016
Seraphim Capital Adds Pioneering Space Tech Fund: Top Portfolio ProductsIn other product news, FlexShares added an actively managed bond ETF.
November 22, 2016
Top 10 Firms Fee-Based Advisors Are Most Loyal To: Cogent ReportsMutual fund firms with strongest advisor loyalty are much less likely to be dropped.
November 22, 2016
Muni Bonds Face Hit From Trump Tax Plan, Unfunded LiabilitiesTrumps plans to reduce tax rates coupled with growing unfunded pension liabilities spell potential problems for the muni market.
November 21, 2016
3 Critical Areas Regulators Are WatchingThere are three key issues that advisors are ignoring at their regulatory or financial peril.
November 21, 2016
Fidelity Says Abigail Johnson to Succeed Father as ChairmanAbigail Johnson will also remain CEO of Fidelity -- a title she's held since 2014.