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.
Communications Rules
By Staff WriterTop advisors communicate regularly and meaningfully with their top clients. Here are some suggested rules for making those communications effective, as found in "The Ubiquitous Paradigms...
August 01, 2006
Consolidation for Some, Growth for T. Rowe PriceDuring and after the Morningstar confab, several of the largest mutual fund companies made major announcements about their operations. Baltimore-based Legg Mason, which acquired the former...
August 01, 2006
Discipline, Dividends, DiversificationNot so long ago, investing in stocks that paid dividends was decidedly uninteresting. Investors clamored for companies in which smart CEOs plowed cash back into...
August 01, 2006
Volatility, Global Outlook Are Main Focus at Forum(Chicago) On the heels of some significant market volatility and in anticipation of news from the Fed on interest rates, Morningstar hosted its 2006 Investment...
August 01, 2006
Work the RoomAs you'll recall from last issue, a successful seminar marketing campaign has to deliver on five major numbers. We've taken a detailed look at two...
July 26, 2006
Principal To Buy WaMu Fund BusinessThe Principal Financial Group Inc. plans to acquire the mutual fund management business of Washington Mutual Inc. for $740 million.Principal, Des Moines, Iowa, has agreed ...
July 25, 2006
Thick as a BRICGoldman Sachs Asset Management (GSAM) has launched an all-cap BRIC equity fund, which will concentrate assets in 20 to 40 companies based in, or doing business in, Brazil, Russia, India and China.
July 24, 2006
Portable Alpha Pays Off in PennsylvaniaPortable alpha strategies have paid off for the Pennsylvania State Employees' Retirement System, adding $780 million in net earnings from its January 2002 inception date. So it should come as no surprise that the program will essentially grow by roughly $2.2 billion.