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.
Is Free Trading at E-Trade, Schwab and TD Ameritrade Really a Boon for Investors?
By Bernice NapachNo-cost trades could lead to more bad trades and brokerages hawking more costly products, industry watchers say.
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.
September 24, 2019
Wilmington Trust Launches New Brand to Extend Investment ReachWilmington Investment Management expands access to the firm's proprietary investment solutions by advisors, BDs and others.
September 23, 2019
Bloomberg Launches Its Own Equity Indexes: Portfolio ProductsAlso, John Hancock Retirement signed a deal to offer Morningstar's advisor managed account services to RIA firms.
September 20, 2019
Passive Overtakes Active in US Stock-Fund Assets: MorningstarAssets of U.S. equity index funds surpassed those of their actively managed counterparts for the first time.