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.
Shorter Prospectuses May Be Coming
By James J. GreenThe SEC will announce a proposal as the first agenda item at its open meeting on Nov. 15 that would allow mutual fund companies to provide a "short-form" prospectus of as little as two pages to potential investors. The Commission's intent is to "improve mutual fund disclosure" by having companies...
November 07, 2007
Old Mutual Gears Up For Teaser CampaignA large multinational insurer is about to launch a major effort to get the attention of American consumers.Old Mutual US, Atlanta, an arm of Old ...
November 06, 2007
Northwestern To Help Pay NAIFA DuesThe distribution arm of a large mutual insurer is strongly encouraging financial representatives to join the National Association of Insurance and Financial Advisors.The Northwestern Mutual ...
November 05, 2007
Insurer Closes On BankOmaha Financial Holdings Inc. has acquired Midlands Financial Services Inc.Omaha Financial, Omaha, Neb., is a unit of Mutual of Omaha Insurance Company, and Midlands Financial ...
November 01, 2007
Mid-Sized, Sturdy, and SpeedyMid-cap growth stocks would seem to be the ideal investment for those seeking high returns and low volatility. Companies from this corner of the market...
November 01, 2007
Franklin Templeton Forges Growth PathFranklin Templeton Investments of San Mateo, Calif., appears to have found quite a sweet spot in the industry. Assets stand at $624 billion, the company...
November 01, 2007
Branding Pays Off, Says Cerulli StudyIn a crowded marketplace, large advertising budgets and careful branding strategies can play a significant role in a fund family's success, explains Cerulli Associates, the...