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.
Insurer Closes On Bank
By Staff WriterOmaha Financial Holdings Inc. has acquired Midlands Financial Services Inc.Omaha Financial, Omaha, Neb., is a unit of Mutual of Omaha Insurance Company, and Midlands Financial ...
November 01, 2007
Franklin Templeton Forges Growth PathFranklin Templeton Investments of San Mateo, Calif., appears to have found quite a sweet spot in the industry. Assets stand at $624 billion, the company...
November 01, 2007
Branding Pays Off, Says Cerulli StudyIn a crowded marketplace, large advertising budgets and careful branding strategies can play a significant role in a fund family's success, explains Cerulli Associates, the...
November 01, 2007
Muni ETFs Lock HornsInvestors searching for tax-exempt income do not have just one new place to look in the ETF marketplace, but two. In September, Barclays Global Investors launched...
November 01, 2007
Balanced ContrarianWhen it comes to investing during turbulent times, it can be very difficult to justify to clients that staying with an asset mix that works...
November 01, 2007
Mind Over MoneyIn Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich (Simon & Schuster), author Jason Zweig, a senior...
November 01, 2007
Assets in 529 Plans Grow; Some Changes to ComeThanks primarily to the 2006 Pension Protection Act, which made withdrawals from 529 college-savings plans exempt from income taxes, interest in 529 plans has been...