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.
Top 6 Trends in Wealth Management: Chip Roame
By Janet LevauxFor one thing, the boomers aren't going anywhere anytime soon.
October 15, 2018
T. Rowe Price Names David Giroux Head of Investment StrategyThe five-time Morningstar Fund Manager of the Year Award nominee manages about $47 billion in client assets.
October 15, 2018
Franklin Templeton Launches 3 Passive ETFs: Portfolio ProductsColumbia Threadneedle also launched a new strategic beta ETF focused on municipal bonds.
October 12, 2018
What Advisors Want to Hear From Mutual Fund FirmsSunStar Strategic set out to find the type of fund information advisors want.
October 09, 2018
Morningstar's September Winners & LosersAnalysts assigned new ratings to four U.S. funds and — new as of last month — six SMAs.
October 09, 2018
IMF Cuts Forecast for Global Growth as Trade War Takes TollFund downgrades world outlook for first time since July 2016; turbulence in emerging markets another major factor, IMF says.
October 08, 2018
First-Half US Portfolio Performance Challenged Advisors: NatixisActive management eked out a win over passive investments.
October 08, 2018
Jonathan Clements: After Cuts in Fund Fees, Advisors' Fees Are NextThe longtime columnist tells ThinkAdvisor how advisors can maintain their value and why he likes immediate fixed annuities.