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.
Fiduciary Duty, Mutual Funds and 401(k)s: Will Asset Management Firms Kowtow on Fees?
By Bob ClarkThe New York Life employees' lawsuit over the expenses of index funds in their 401(k) plan has broader implications for the asset management business.
July 26, 2016
Asset Managers Gobble Up Smart Beta FirmsThese acquisitions provide another revenue source for acquiring asset managers, and their growing popularity could ultimately result in lower fees.
July 25, 2016
ETF Assets Set Records in JuneFixed income exchange-traded funds and products led asset gathering in first half, according to ETFGI.
July 22, 2016
This Bull Market Is Powered By Your Indifference: Barry RitholtzThe bull market really began in 2013... By that measure, this bull market is only three years old and could easily have a long way to go.
July 22, 2016
How to Save Retired Clients Thousands in Medicare CostsWealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
July 22, 2016
Enforcement: Raymond James Fined $1.45M in Vermont Immigrant Visa CaseIn another action, the New Jersey Bureau of Securities revoked a broker's registration after it found that he manipulated bond trades.
July 20, 2016
PIMCO Names Man Group’s Chief Emmanuel Roman as Its New CEORoman to replace Douglas Hodge, who succeeded Mohamed El-Erian in 2014, as asset manager moves to diversify beyond fixed income focus.
July 19, 2016
Treasuries Snap Losing Streak as Bond Bulls Ponder 1% U.S. YieldMore investment strategists are expecting the 10-year Treasury yield to fall to 1% by next year, which would mean more gains