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.
Muni Bonds’ Tax-Exempt Status Threatened in Fiscal Cliff Talks
By Melanie WaddellMembers of the newly formed Municipal Bonds for America descended on Capitol Hill on Tuesday to protect the tax-exempt status of municipal bonds.
November 21, 2012
Q3 Good for Target Funds, Asset ClassesThe latest report on fund performance from Morningstars Ibbotson Associates shares the results of the third quarter.
November 21, 2012
Hennessy Absorbs FBRNovato, Calif.-based Hennessy Advisors wrapped up its acquisition of assets from 10 fund products of FBR Funds.
November 21, 2012
Sentimental Fools: Pity the Poor Mutual Fund InvestorMutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.
November 21, 2012
Top Portfolio Products: Franklin Templeton Adds Portfolio ToolPrivate Client Resources and the Argus Research Group form a strategic partnership
November 20, 2012
The American Way: Retirement Planning With a (Not Very) Overlooked ManagerWe understand the confusion readers have expressed over some of the funds weve deemed overlooked.
November 20, 2012
A New Platform for Alternatives; Finding Safety for Small BDs: December Investment Advisor—SlideshowAnother year is gone and with the December issue of Investment Advisor comes a look at a new platform to help advisors manage alternative investment assets.
November 20, 2012
The Case of the Aspirational AUM: SEC Says RIA Inflated AUM TenfoldA New York-based firm inflated its AUM to qualify for SEC registrationliterally moving decimals on a spreadsheetwhile a San Francisco-based firm dithered for 18 months in delivering mutual fund records to the SEC.