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.
ETF Demand Among Advisors Expected to Keep Growing: Broadridge
By Jeff BermanAlmost three-quarters of 500 advisors say they expect their ETF allocations to increase in 2020, according to a new survey.
January 13, 2020
Sustainable Fund Flows Smashed Records in 2019: MorningstarThey surpassed the previous record set in 2018 by more than 250%.
January 13, 2020
UMAs Gain Momentum as Powerful Advice ToolsThe next generation of unified managed accounts have capabilities that have the potential to take financial advice to the next level.
January 13, 2020
John Buckingham: 5 Value Stock Picks for 2020The famed value investor tells ThinkAdvisor what makes these picks stand out and what he sees for the stock market this year.
January 09, 2020
Lower Fees Entice 401(k) Investors to Stick With Target Date Funds: MorningstarMorningstar's David Blanchett looked at which factors made employees more likely to choose TDFs over other plan investments.
January 08, 2020
MSCI Introduces Its First Bond Market IndexesThey include ESG, factor-based and issuance-weighted indexes.
January 06, 2020
Horizons Nasdaq-100 Index ETF Strategy Adjusted: Portfolio ProductsAlso, Advicent launches NaviPlan 19.3 financial planning software.
January 03, 2020
No 'Easy Layups' in 2020: State StreetInvestors shouldn't expect more of the same in 2020: Macro tensions could trim returns.