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.
Vanguard Lowers Fees on 42 Funds
By Janet LevauxThe latest round of reduced expense ratios saved investors $55 million, according to the fund giant.
February 22, 2016
House Speaker Ryan: DOL Fiduciary Rule Could Block 7 Million IRAs From AdviceRep. Paul Ryan tweeted Monday that "up to 7 million IRAs wouldnt qualify for advice" under the DOL rule and vowed to stop it.
February 22, 2016
Top Portfolio Products: New Options From RetireUp and Guardian InsuranceA new database from Stanford Law School and Sullivan & Cromwell could help advisors stay compliant with the Foreign Corrupt Practices Act.
February 22, 2016
Will SEC Crash the Liquid Alts Party?Alt ETFs and mutual funds have been outperforming the broader stock market, but can that continue if the SEC limits their leverage?
February 18, 2016
How to Measure the Impact of Impact InvestingThe growing popularity of impact investing presents many challenges to advisors, among them how to measure results, which is not as simple as it sounds.
February 17, 2016
Vanguard, BlackRock seldom challenge companies on CEO payMutual fund giants Vanguard and BlackRock voted with directors on CEO pay plans 97 percent of the time last year.
February 12, 2016
A Crowdfunded ‘Social Bond’ Goes GlobalThrough its special structure, the MBU Capital Social Bond, which funds community projects in the U.K., is open to investors worldwide.
February 12, 2016
How Financial Advisors Reacted, or Didn’t, to Market RoutAny financial plan that changes with market conditions is like Frankensteins monster, destroying everything in its path, one advisor said. But others disagreed.