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.
Retirees Suffer as 401(k) Rollover Boom Enriches Brokers
By John HechingerA three-month Bloomberg investigation found that former employees at major companies say sales reps lured them into rolling their 401(k)s into unsuitable investments.
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.
June 08, 2014
Top Portfolio Products: Vertical Cap Rolls Out MLP FundPlus, WHV launches two small-cap funds, while Gemini and Newfound introduce a risk-managed product.