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.
Can Interactive Brokers' New Fund Marketplace Lure RIAs?
By Janet LevauxThere are 47 other RIA wealth platforms, consultant Craig Iskowitz says. Can Interactive Brokers break out from the pack?
May 15, 2020
SEC Fines Morningstar $3.5M for Conflict of Interest ViolationsThe firm says it has "enhanced and will further strengthen policies, procedures, and internal controls."
May 15, 2020
New York Fed's Bond Market Stabilizer Fund Makes Its Data DebutCorporate Credit Facility LLC could make it easier for life insurers to sell their bonds.
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.