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.
Nuveen Exec Addresses Closed-End Fund Misconceptions
By Jeff BermanThe funds offer benefits for investors but often go overlooked due to their complexity, David Lamb tells ThinkAdvisor.
October 02, 2019
Is Free Trading at E-Trade, Schwab and TD Ameritrade Really a Boon for Investors?No-cost trades could lead to more bad trades and brokerages hawking more costly products, industry watchers say.
October 01, 2019
Liquid Strategies Introduces Its First ETFsThe RIA touts its overlay strategy as way for investors to get extra returns and counter market volatility.
October 01, 2019
Schwab Ends Commissions on Online and Mobile TradesStarting Oct. 7, clients can buy and sell stocks and ETFs listed in the U.S. or Canada online for free.
September 30, 2019
SEC Hits 17 More Advisors in 12b-1 Fee CrackdownThe firms include 16 advisors that self-reported as part of an enforcement initiative.
September 30, 2019
Rise of Passive Investing Poses Risks: Fed ReportResearchers review the risks and benefits of massive flows into passive funds.
September 30, 2019
RIA in a Box Adds Free Access: Portfolio ProductsAlso, Fidelity unveils a new approach to ESG investing for advisors.
September 25, 2019
2 Cool Fintech Tools at FinovateFallStartups presented a souped-up platform for retirement plan advisors and a family budgeting tool for financial services firms to use with clients.