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.
SEC Plan to Limit Fund-of-Fund Redemptions Gets Heat From Fund Industry
By Melanie WaddellThe planned restrictions "could harm funds of funds and their shareholders — including target-date funds," ICI's Stevens said.
May 02, 2019
Owning Mutual Funds and ETFs Is Cheaper Than EverMorningstar's fund fee report shows that investors are overwhelmingly favoring cheaper funds.
April 30, 2019
A Flood of Nontransparent Active ETFs Could Be Coming — SoonAn SEC decision could open the product floodgates. But will investors jump in?
April 30, 2019
How to Help Sustainable Investors (Even If It's Not Your Interest)Younger investors want to build wealth in a sustainable way. Are advisors holding them back?
April 28, 2019
Who Are the Top Active Managers of 2019?On May 1, winners of the Envestnet and Investment Advisor Asset Manager Awards will be named during the platform provider's annual advisor conference.
April 26, 2019
The Next Frontier Robo-Advisors Are AttackingThey took on the financial advisory industry and are now moving into banking.
April 24, 2019
Schwab's Sonders: Leading Indicators Show Growth Has ReboundedThe uptick in the leading indicators show that growth has rebounded a bit after a very slow start to the year.
April 19, 2019
'Specificity' Advised for RIAs in Wake of SEC Self-Reporting InitiativeAttorneys discuss language used in Form ADV filings.