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.
U.S. Equities Get a Thumbs-Down, as Money Market and Overseas Funds Get Thumbs-Up
By Janet LevauxThe first half of 2008 has hit the world's developed markets (United States, Japan and Western Europe) hard, with more than $100 billion in outflows,...
August 01, 2008
T. Rowe's Rogers Shares 'An Investor's Perspective'(Chicago) Brian Rogers, chairman and chief investment officer of Baltimore-based T. Rowe Price, gave the final keynote presentation during to the 2008 Morningstar Investment Conference...
August 01, 2008
Benchmarking in Tough TimesLook at your calendar. We've already reached the half-way point of the year. How are your clients' portfolios doing? Right now is a good time...
August 01, 2008
PIMCO's El-Erian Tells FAs, 'This Time It's Different!'(Chicago) Unlike the presidential candidates, the opening-address speaker at the 2008 Morningstar Investor Conference -- held June 25-27 in Chicago -- is not trying to...
August 01, 2008
Pershing INSITE 2008 Event Showcases Greenspan, Trends(Hollywood, Fla.) When former Federal Reserve Chairman Alan Greenspan speaks, advisors listen. This truth was eagerly acknowledged by Frank La Salla, Pershing managing director who...
July 25, 2008
Liberty Mutual Updates Benefits SiteA multi-line insurer is expanding the number of services available through its customer Web site.The benefits arm of Liberty Mutual Group, Boston, has added the ...
July 22, 2008
Ameriprise Financial to Acquire SeligmanA definitive agreement has been reached between Ameriprise Financial, Inc. and J. & W. Seligman & Co., Inc. under which the Minneapolis-based financial services firm...
July 22, 2008
Templeton PassesSir John Templeton, the philanthropist, legendary investor, and founder of the Templeton family of funds, passed away on July 8, at his home in the Bahamas.