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.
Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUM
By Janet LevauxStifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.
April 23, 2010
More on Supreme Court's Decision in Harris CaseThe court's decision has been seen as favorable for fund companies, although some observers believe it could lead to more lawsuits over fees and possibly lower fees.
April 23, 2010
Four Reasons Target-Date Funds Dominate Retirement InvestingWith target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund.
April 23, 2010
How a Top Advisor Uses Mutual Funds for College SavingsA conversation about mutual funds and saving for college with Dan Forbes, CFP, owner of Forbes Financial Planning in Providence, R.I.
April 23, 2010
Attendance Soars at FPA RetreatIt appears that the long drought for live advisor conferences may be over. Marv Tuttle, CEO of the Financial Planning Association, said April 22 that there were 360 planners attending the FPA's annual Retreat this year.
April 22, 2010
Keeley Rolls Out Alternative Value FundKeeley Asset Management Corp. has launched the KEELEY Alternative Value Fund in two share classes.
April 22, 2010
Mutual Of Omaha Bank ExpandsA mutual insurer is adding a community bank in the Tampa, Fla., area.
April 22, 2010
Mutual Of Omaha Bank ExpandsA mutual insurer is adding a community bank in the Tampa, Fla., area.