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.
State Street and Pimco Team Up in Launch of Cloud-Based Asset Platform: Tech Roundup
By Jeff BermanMicrosoft and McKinsey are also involved. Meanwhile, Franklin Templeton teams with Vestwell on a new managed account offering.
December 21, 2020
Transamerica to Pay $8.8M Over Annuity, Fund & 529 Supervisory FailuresThe problems at Transamerica Financial Advisors affected 2,400 clients of variable annuities, mutual funds and college savings plans.
December 17, 2020
2020: An Advisor-Focused Review of the Unforgettable YearThere's a lot for financial advisors and firms to be optimistic about for 2021, says Mercer Advisors CEO Dave Welling.
December 16, 2020
SEC Charges Top-Ranked Tennessee Advisor Over 12b-1 Fees"We do not negotiate with regulatory thugs that harass our clients," the advisor, Timothy J. Pagliara, told ThinkAdvisor.
December 16, 2020
Ameriprise, Others Eyeing Wells Fargo Asset ManagementThe asset management division could fetch more than $3 billion, people familiar with the matter said.
December 15, 2020
Vanguard Total Stock Market Index Fund Becomes World's Only Trillion-Dollar Stock FundAssets of the fund, which has both a mutual fund and an ETF share class, reached $1.035 trillion as of Nov. 30.
December 15, 2020
Gundlach to Co-Manage New FundThe DoubleLine Multi-Asset Trend Fund will seek to match the performance of the BNP Paribas Multi-Asset Trend Index.
December 14, 2020
JPMorgan Launches Carbon Transition ETF: Portfolio ProductsAlso, TrimTabs Asset Management added two ETFs.