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.
Kitces: Where to Park 3 Types of Client Cash
By Dinah Wisenberg BrinYield matters more for some cash stashes than others, Michael Kitces says.
April 18, 2023
Buy Stocks. Do Nothing. Profit.This approach beat the S&P 500 over decades on a risk-adjusted basis, Morningstar research finds.
April 18, 2023
The Mistake Nearly Everyone Is Making With Their CashCash sweep accounts can expose clients to liquidity risk and create conflicts of interest.
April 18, 2023
ChatGPT Can Predict Stock Moves From HeadlinesAnswers given by ChatGPT about stock predictions, show a statistical link between share movement and news' implications.
April 17, 2023
Bob Doll Checks In on His 10 Predictions for 2023It's too soon to call whether six of the forecaster's 10 predictions for 2023 are on track.
April 17, 2023
BlackRock Cuts Larry Fink's Pay 30%Five executives leading the asset manager saw their compensation reduced by at least 27% in 2022, according to a filing.
April 14, 2023
Schwab Faces Fresh Risks in the Zero-Fee Landscape It ShapedZero-fee trading paved the way for its $26 billion purchase of TD Ameritrade, but also knocked out a sizable revenue stream.
April 14, 2023
Schwab's Top Investor Exits $1.4B Stake: ReportSchwab shares have lost nearly a third of their value since March 8, with some analysts expecting its earnings to suffer.