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.
UMAs Gain Momentum as Powerful Advice Tools
By Barrett AyersThe next generation of unified managed accounts have capabilities that have the potential to take financial advice to the next level.
January 08, 2020
MSCI Introduces Its First Bond Market IndexesThey include ESG, factor-based and issuance-weighted indexes.
January 06, 2020
Horizons Nasdaq-100 Index ETF Strategy Adjusted: Portfolio ProductsAlso, Advicent launches NaviPlan 19.3 financial planning software.
January 03, 2020
No 'Easy Layups' in 2020: State StreetInvestors shouldn't expect more of the same in 2020: Macro tensions could trim returns.
December 31, 2019
Behind the Bond Boom No One Saw ComingIn 2019, every key U.S. bond market posted positive returns, according to Bloomberg Barclays index data.
December 31, 2019
Why the Stocks of Indexers Topped the Index in 2019Stocks of S&P Global and MSCI, which create financial indexes, soared in the past 12 months.
December 30, 2019
The Muni Bond Market's Biggest Credit Risk: Climate ChangeThe risk isn't priced into bonds yet, but 2020 could change that.
December 30, 2019
Vanguard Lowers Expense Ratios on 9 ETFs: Portfolio ProductsAlso, LifeYield announced a new integration with Orion Advisor Tech, a division of Orion Advisor Solutions.