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.
Investors' US Equity Allocation Surged in November, Despite Pessimism: Merrill
By Michael S. FischerInvestors' outlook on the global economy, though, is the worst since November 2008.
November 13, 2018
Donor-Advised Funds Continued to Set Records in 2017, NPT ReportsDAFs' grant payout rate is nearly four times higher than that of private foundations.
November 13, 2018
Morningstar's October Winners & LosersMorningstar added ratings for four more SMAs.
November 13, 2018
AssetMark Launches Digital Investment Management and Planning PlatformThe WealthBuilder platform helps advisors streamline and scale their businesses while helping clients plan, track and meet goals.
November 12, 2018
Social Security: 12 Things Everyone Should KnowAARP report addresses misconceptions and realities about Social Security and bankruptcy, reform and taxes.
November 12, 2018
Tigershares Launches Internet Titans ETF: Portfolio ProductsAmplify ETFs also launched a new ETF, which seeks uncapped exposure to the S&P 500, while buffering against the possibility of significant losses.
November 09, 2018
SEC Launches Targeted Exams of Mutual Funds, ETFsPete Driscoll, head of the SEC's exam division, also said Friday that cybersecurity and crypto will be 2019 exam priorities.
November 08, 2018
280 CapMarkets Expands Bond Trading Platform for RIAsThe platform, BondNav, will soon include corporate bonds in addition to munis.