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 Trends Shaping Advice Industry: Fidelity
By Bernice NapachAs the urgency around Labor's fiduciary rule has faded, other concerns weigh more heavily on advisors' minds.
March 05, 2018
Morningstar Expands Quantitative Rating System via Machine LearningThe new rating system essentially extends the firm's Analyst Rating system to thousands more funds.
March 05, 2018
3 Vanguard Funds to Transition Benchmarks: Portfolio ProductsIn other product news, Davis Advisors launched an international ETF.
March 05, 2018
BlackRock Puts Pressure on Gun IndustryThe industry is coming under pressure not only from the survivors of the Parkland, Florida, high school shooting and their supporters but from asset managers, pension funds and politicians
March 02, 2018
These Mutual Fund Companies Offer Great Business-Building Support: CogentThese 10 wholesalers earned the strongest satisfaction with business-building support among advisors.
March 02, 2018
ESG, Sustainable and Impact Investing: An Advisor's GuideHere are some resources for advisors who are just beginning to educate themselves about these investments, which are increasingly in demand.
February 28, 2018
Ameriprise Smacked With SEC Share-Class Violation FineThe firm agreed to settle charges that it recommended and sold higher-fee mutual fund shares to retirement account customers.
February 28, 2018
TIAA Is the Big Winner in 2018 Lipper Awards for Fund FamiliesThe Thomson Reuters Lipper Fund Awards honor fund families and hundreds of mutual funds for consistent risk-adjusted performance over three, five and 10 years.