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.
Asset Managers Ignore DOL Proposal to Limit ESG Assets in Retirement Plans
By Bernice Napach"The regulation is not slowing down marketing and distribution efforts promoting DC-focused ESG products," according to Cerulli.
October 08, 2020
Morgan Stanley to Acquire Eaton Vance in $7B DealMorgan Stanley Chairman and CEO James Gorman calls the combination "a perfect fit."
October 07, 2020
SEC OKs Fund of Funds Update, New 'Finders' ExemptionThe Democratic commissioners dissented on the finders exemption, with Crenshaw stating finders can engage "in core broker-dealer activities" without registration.
October 05, 2020
First ETF to Track 'Blank Check' Companies Launches: Portfolio ProductsMeanwhile, SoFi has launched the first actively managed ETF that offers investors a weekly income payout.
October 02, 2020
American Funds Changes Multiple Portfolio ManagersThe changes follow the recent or pending retirements of several longtime fund managers.
October 02, 2020
Here's the Firm Buying Stakes in Invesco and Janus HendersonNelson Peltz's investment firm, Trian, reportedly wants to merge the two companies to rival giant asset managers like BlackRock.
September 29, 2020
Envestnet Brings On Dana D'Auria as Co-Chief Investment OfficerHer hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
September 28, 2020
Vanguard, BlackRock, Transamerica Launch New ESG ETFs: Portfolio ProductsAlso, State Street adds a new fixed income ETF.