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.
Getting In on IPOs
By Staff WriterThere may be nothing in the investment field that generates more passionate and varied emotion than the topic of initial public offerings (IPOs). For clients who have not been able to get into enough IPOs on their own, or who want professional management of an IPO portfolio, there is a...
January 05, 2007
Account ConsolidationBank of America has launched a unified managed account service, called Portfolio Strategies Managed Account, that combines a separately managed accounts platform and managed mutual fund wrap account platform into one entity. The new platform is probably going to be the "fastest growing fee-based platform we have in Premier Banking...
January 04, 2007
It's The Large Caps' Turn To ShineThe mutual funds that get talked about at cocktail parties are usually the small, singular sensations that deliver the sexiest returns. But the bulk of the money still resides in the big-stock funds that have been lagging behind small-company offerings for the past six years.
January 02, 2007
Illinois Mutual Announces New DI SeminarsJanuary 2, 2007 Agents can set their sights on DI sales success and learn the latest about DI offered by Illinois Mutual, Peoria, Ill., at Illinois Mutual's newest round of DI seminars. Working with the theme, "Magnify Your DI Opportunities," the
January 01, 2007
What determines renewal rates?Regulatory financial requirements mean most of the money in a carrier's investment portfolio is in bonds with very little stuck in stocks, real estate or other investments. But a carrier can alter the quality and average maturity of its bond
January 01, 2007
About the ManagerWith 43 years in the investment business, Charles Royce has an enviable tenure that is matched by only a handful of portfolio managers. For 33...