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.
10 Best Mobile Apps for Financial Advisors: 2014
By Dan BermanTheres a morass of apps available, but as a financial advisor, which are best for your business? Here are 10 that are worth your time.
June 16, 2014
PIMCO Outflows Hit $26.5 Billion for 2014 as Vanguard ShinesInvestors pulled some $4.3 billion from the PIMCO Total Return Fund in May alone as taxable bond funds attracted $9.6 billion, Morningstar reports.
June 16, 2014
FINRA Wallops Merrill: $8M Fine, $24M in Restitution for Overbilling Charities, Small BusinessesMerrill sold the retirement plans more costly mutual fund share classes and failed to waive sales fees, FINRA said.
June 16, 2014
Finding a Custodian That Fits, Part 1: Interactive BrokersIn the first of a series, I look at Interactive Brokers' platform for RIAs.
June 15, 2014
Top Portfolio Products: State Street Rolls Out Eurozone ETFGemini and KKM Financial launch new funds, while Forethought adds a withdrawal benefit.
June 15, 2014
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight SpeakersAlso, Rick Ferri will dialogue with Chris Brightman of Research Affiliatesbeehive of smart betaon alternative indexing: desirable for honey or dangerous for its sting?
June 11, 2014
Gundlach: Likes Bonds, Not HomebuildersDoubleLine founder Jeffrey Gundlach prognosticates on gold, the dollar, bonds and more and expands on a view he says gets him "hate mail."
June 09, 2014
5 Most Honored 2014 IA 25 HonoreesAs a testament to their enduring influence, several of our current honorees have been here before.