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.
Sustainable Investing Surges as Advisors Remain Skeptical
By Bernice NapachMorningstar reports on the progress of ESG investing; Practical Perspectives finds advisors wary.
February 21, 2020
Top 10 Tax Facts for 529 College Plans in 2020Many clients don't fully understand 529 plans, and the issue is compounded by the Secure Act and the 2017 tax overhaul.
February 19, 2020
Dually Registered Firm Penalized for 12b-1 Fee InfractionsBPU Investment Management purchased, recommended or held mutual fund share classes that charged 12b-1 fees instead of lower-cost ones.
February 19, 2020
Can Legg Mason Deal Bring Franklin Back to Its 'Glory Days'?The fund firm has been stuck near $700 billion in assets under management for the past 18 months vs. a peak of $921 billion in mid-2014.
February 18, 2020
Byron Wien Is Betting $1M on These 10 Market 'Surprises' Happening in 2020Wien, of Blackstone Group, tells ThinkAdvisor what's on his annual list of not-so-popular, but often correct, predictions.
February 18, 2020
Franklin to Buy Legg Mason in $4.5B DealCombined, the two asset managers should have about $1.5 trillion in assets under management.
February 15, 2020
Active Equity Funds Had Biggest Monthly Outflows Since 2008Investors are favoring cheaper, passive products even when markets are strong, according to Moody's.
February 13, 2020
Investor Optimism on Economy, Stock Market Grows in Q1: E-TradeE-Trade takes a look at investor behavior, focusing on how parents make money decisions.