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.
Top 5 Fund Providers Most Liked by Advisors
By Melanie WaddellA Cogent Research survey uncovered the five most liked service providers in each of three fund types: mutual funds, ETFs and variable annuities.
October 29, 2012
Hennessy Advisors Wraps Up Merger With FBR FundsThis deal brings the groups assets under management to $3.1 billion.
October 29, 2012
Ultrawealthy Tiger 21 Members Favor Equity InvestmentsThe annual Tiger 21 Member Favorites Survey, released Friday, shows that public equities again ranked as favorite investment of the 200-strong ultrawealthy peer group.
October 25, 2012
Calming Client Stress; Managing Risk With Managed Futures: November Investment Advisor—SlideshowBelieve it or not, good news in the financial industry may be making your clients feel more stressed out.
October 24, 2012
Schwab Strategist UpbeatBright spots in the U.S. economy, according to Charles Schwab Chief Investment Strategist Liz Ann Sonders, include housing and manufacturing, with a renaissance biased toward energy and autos.
October 24, 2012
Vanguard Switching IndexesTo cut costs for investors, Vanguard plans to transition 22 funds, many of which have an ETF share class, to new indexes starting in 2013, the fund giant said in early October.
October 24, 2012
Investors OK With ‘New Normal’According to the latest results of the Merrill Lynch Affluent Insights Survey, close to 45% of Americans accept the tough economic conditions.
October 23, 2012
Managed Futures, Managed RiskThere are plenty of reasons to not like risk these days: the condition of the global economy, for instance, and Europes sovereign saga.