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.
Fidelity Launches Turnkey Model Portfolios for Private-Markets Exposure
By Dinah Wisenberg BrinThe suites are available to eligible RIAs and broker-dealers through Envestnet.
February 06, 2026
Commonwealth, SEC Reach Tentative Settlement Over $93M PenaltyThe long-running case centers on revenue sharing payments.
February 02, 2026
Vanguard Cuts Fees on 53 FundsWhile the reductions benefit investors, "the race to zero has largely been run," Vanguard watcher Jeff DeMaso says.
January 30, 2026
6 Steps to Take 401(k) Plans off AutopilotBusiness-owner clients who sponsor these retirement vehicles have a responsibility to keep them up to date.
January 28, 2026
Bond ETFs Show Up (Occasionally) on Annuity Issuer Asset ListsAnnuities are hot. Bonds are hot. ETFs are hot. How do you pair them?
January 23, 2026
Janus Henderson to Acquire Richard Bernstein AdvisorsThe acquisition aims to position Janus Henderson as a leading model portfolio and SMA provider.
January 22, 2026
T. Rowe Price Launches 'Custom Premier' RIA Model PortfoliosThe partnership with Vestmark aims to deliver tax-efficient portfolio construction capabilities across ETFs and mutual funds.
January 12, 2026
Vanguard Completes Split Into 2 Advisory BusinessesThe investment giant has created two wholly owned U.S. investment advisors.