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.
Merrill Edge Adds Fund Research Tool With ESG Info
By Janet LevauxBofA says the Edge platform, which includes its robo-advisor Guided Investing, had close to $204 billion in assets as of Sept. 30.
December 27, 2018
Tax Loss Selling May Be Factor in December Market RoutWhen the year ends and the tax-loss selling stops, the market could be in a better position to recover.
December 27, 2018
Retirement Assets Hit $29.2T: ICI ReportMutual funds represent $3.7 trillion of retirement assets, and target-date funds total $1.2 trillion, the Investment Company Institute says.
December 27, 2018
ETFs Saw Growth in November: CerulliETFs finally saw inflows on the positive side in November, although it wasn't exactly a number to boast about. According to the December…
December 26, 2018
Fund Investors Pull $56B in Biggest Exit Since '08The exit from funds came as stocks have plunged on fears of a slowing global economy and President Donald Trump's criticism of Federal Reserve Chairman Jerome Powell.
December 26, 2018
SEC 12b-1 Fee Crackdown Ensnares American Portfolios Advisors, PPS AdvisorsWithout admitting or denying the findings, American Portfolios agreed to pay about $895,3500 in disgorgement and prejudgment interest and a civil penalty of $250,000.
December 21, 2018
Wealthfront Integrates With Crypto Accounts on Coinbase: Portfolio ProductsAlso, American Beacon Advisors, Innovator and IndexIQ launch new funds.
December 21, 2018
Why Advisors Should Consider Sustainable Investing in 2019Among the many reasons: climate change, risk reduction and the generational wealth transfer.