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.
Boards Boost Oversight, Study Says
By Janet LevauxIn the past 10 years, fund boards have steadily augmented their oversight role on behalf of shareholders without any regulatory mandate to do so, reports...
January 01, 2008
Shining a Light on SoftwareOver the past 20+ years of advising clients, I have used a number of different software packages to select and monitor clients' investments. With the...
January 01, 2008
Part of the SolutionAs Mark Hurley wrote over a decade ago, compared to other professions, independent advisors are woefully underserved by their traditional industry vendors. Consequently, independents have...
January 01, 2008
Comparing the ContendersMorningstar Steele Systems fi360 Klein Area Principia Mutual Fund Expert fi360 Tools Fund Selection Tool Customer Service Good Good Good...
December 23, 2007
Potpourri 2007In the course of a year a few things come up that require only a brief mention and occasionally an addendum to a previous column ...
December 20, 2007
Morningstar Buying Part of HemscottIn a move intended to enlarge Chicago-based Morningstar, Inc.'s international footprint, the firm is buying online global capital markets databases, an investor relations business, and...
December 18, 2007
BlackRock Fixed-Income CIO to LeaveBlackRock co-founder Keith Anderson, who is a vice chairman and the firm's global chief investment officer for fixed income, will leave the New York-based firm, to run an investment fund of his own.