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.
How to Use a Bond Ladder to Create an Income Stream for Clients
By Roger WohlnerA bond ladder can reduce interest rate risk and provide predictable income for your clients.
November 23, 2022
4 New SEC Rules to WatchThe agency has proposed and adopted several "significant" new rules in the past few weeks, its Investment Management chief says.
November 23, 2022
Goldman Sachs to Pay $4M SEC Penalty in ESG Fund CaseRegulators says the firm "had several policies and procedures failures" involving ESG research used to pick and track stock holdings.
November 21, 2022
4 Bond Moves to Consider Making NowDespite an inverting yield curve, steps like looking at higher yields and extending bond portfolio duration may be worthwhile for advisors and their clients.
November 18, 2022
T. Rowe Price Lays Off 2% of Workforce in 'Extremely Challenging' Year"The challenges we have faced are likely to intensify," the firm said.
November 17, 2022
Commonwealth Now Aiming for $1T in AssetsThe aggressive target "reinforces" the firm's commitment to advisor growth, CEO Wayne Bloom says, and includes some "light M&A in the future."
November 17, 2022
8 New Stats on How Retirement Savers Have Fared in Rocky MarketsAverage IRA balances are down nearly 25% from a year ago, Fidelity found.
November 16, 2022
Ric Edelman: Crypto Needs 'Adult Supervision'It's time for regulators and companies like Fidelity, run by "serious professionals," to step in, Edelman says.