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.
Interactive Brokers Rolls Out 'No Load' Fund Shop
By Janet LevauxU.S. clients can trade some 10,000 no-load and load-waived funds, as well as 4,300 products without transaction fees.
May 13, 2020
Envestnet, Investment Advisor Announce Asset Manager and Strategist of the Year FinalistsMany of these asset managers demonstrate the extra skill it takes to exceed bull market returns.
May 12, 2020
Target Date Funds Hammered by Q1 Market Turbulence: MorningstarAssets in target date strategies fell by 17% from the fourth quarter.
May 11, 2020
Try This When Consoling Clients About Investment LossesA new Vanguard analysis contrasting short- and long-term performance could be seen as a template.
May 08, 2020
What Would Bogle Say About Today's Markets?Financial professionals including Jane Bryant Quinn and Rick Ferri commemorated what would have been Bogle's 91st birthday.
May 07, 2020
How Committed to ESG Are Asset Managers Really?New research suggests that for many, giving voice to ESG is more about attracting assets.
May 06, 2020
Franklin Templeton Buys Digital Wealth Platform AdvisorEngineThe deal comes less than three months after Franklin acquired asset manager Legg Mason for $4.5 billion.
May 05, 2020
BNY Mellon Adds Natural Language Tech for Asset Managers, Clients: Tech RoundupAlso: Addepar introduces an alternatives Marketplace, and Shareholders Service Group teams with AdvisorPeak.