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.
For Every Need, An Annuity
By Warren S. HerschSophisticated investors don't often think of variable annuities as vehicles for cutting-edge asset allocation strategies because of the limited fund choices and risk-mitigation techniques long associated with the products. That's old thinking.
April 03, 2011
Fidelity Responds to Moody's Outlook DowngradeAccording to the ratings service, the outlook change for Fidelity reflects the "erosion of the company's market share in long-term mutual fund assets under management, the growing prominence of lower-margin businesses in its overall business profile and increasing risk from non-core investment activities."
April 01, 2011
Funds Gain $6.5 Billion in Net Flows for WeekLipper says domestic equity funds had inflows of $1.3 billion for week ending March 30.
April 01, 2011
First-Quarter Review: Equities Show Solid Gains, Bonds Have Mixed Results: Searching for Alpha for April 2011Little differentiation between the returns in growth and value stocks, but munis stage a comeback.
April 01, 2011
Portugal Bond Auction Buys TimePortugal held a snap auction of bonds on Friday to help it fund its second quarter. But while demand was strong, yields continued to rise, presenting a bleak outlook as Lisbon attempts to avoid the need to seek a bailout package.
March 31, 2011
Advisor listening skills: Stop doing these thingsListening is the most important skill you need to network. Through listening you build a bond of trust, and you gather information
March 31, 2011
Coping with call reluctance (part 2)Last month we broached the topic of call reluctance and aversion, the anxiety many salespeople experience in making cold calls to try to find new business.
March 31, 2011
Rogue advisors: Still plenty o' Ponzi schemesAuthorities have charged an 80-year-old New York woman and her son with grand larceny for allegedly perpetrating a $10 million Ponzi scheme.