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.
Fearful U.S. Investors Hold Half of Assets in Cash: BlackRock
By Michael S. FischerMost investors around the globe are uncomfortable taking more risk to achieve better returns despite recent stock market gains, a BlackRock survey found.
October 28, 2013
Mixed Q3 News for Equities, BondsLong-term mutual funds had $2.5 billion of inflows in September, according to Morningstar, as international equities attracted investors. On the downside,…
October 28, 2013
Finke: What Do Annuity Buyers Want?Annuities serve valuable purposes, but getting clients to recognize this is a challenge.
October 28, 2013
RCS to Buy Investors Cap; Advisor Group Names New CEORCS Capital Corp., founded by real estate mogul Nicholas Schorsch, has filed the paperwork to purchase the independent broker-dealer Investors Capital…
October 28, 2013
Dow to Tick Up 6% More in ’13: SiegelEquities are poised for a good couple of months or more, Wharton professor Jeremy Siegel says.
October 28, 2013
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—SlideshowWhat does an advisor have to do to ensure a successful transition with an internal candidate?
October 25, 2013
Desert Island Portfolio: What Would You Buy if No One Was Watching?Sheltered from 24/7 news cycles and short-term portfolio statements, the best investments are in the most feared and loathed market sectors, Research Affiliates says.
October 24, 2013
Tiger 21’s 5 Favorite Stocks & Fund ManagersThe annual survey looks at the most valued investments and managers of Tiger 21s 220 ultrawealthy members.