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.
How Concentrated Are Fund Assets?
By Bernice NapachA new report from Broadridge shows the concentration of assets differs among open-end and closed-end funds, ETFs and variable annuities.
January 29, 2019
Fixed Income Is Big Gainer as Investors Seek Safety: CerulliCerulli's look at investment flows for 2018 shows some duck-and-cover into fixed income for 2019.
January 28, 2019
Advyzon Adds Riskalyze Access to Its Advisor Portal: Portfolio ProductsAlso, American Beacon Advisors expands its fund lineup, while Defiance ETFs lowers fees on QTUM.
January 28, 2019
FINRA to Crack Down on 529 Plan Share Class RecommendationsTo be eligible for a new voluntary disclosure program, broker-dealers must self-report to FINRA Enforcement by noon on April 1.
January 25, 2019
5 Major ESG Trends for Advisors to Watch in 2019: MSCIFrom the threat of plastics to the Age of Transparency, it's an evolving corporate world out there.
January 24, 2019
A Frothy M&A Deal Market for Asset Managers in 2018PWC reports that deal value jumped over 70% from the previous year while the number of deals rose slightly.
January 23, 2019
Investors Showed Major Risk Aversion in 2018The massive active-fund outflows in December were "striking," Morningstar's Kevin McDevitt told ThinkAdvisor.
January 17, 2019
New Rules, New Tips for 529 FundingAdvisors should remember that tax reform has expanded the universe for 529 savings even for clients with young children.