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.
Mutual Fund Industry at a Crossroads: PwC Report
By Bernice NapachFund companies need to adapt to slowing revenue and AUM growth, according to PwC, which offers recommendations.
July 19, 2019
Morgan Stanley to Pay $3.3M Over Puerto Rican BondsA regulatory panel cited the wirehouse's failure to share documents concerning "a key employee" with investors and their lawyers.
July 19, 2019
Reg BI Footnote Justifies Pausing SEC Share Class Disclosure InitiativeFootnote 60 reveals an agency that is seeking to paper the record after failing to make its expectations clear around 12b-1 fees.
July 17, 2019
Financial Advisors Can't Wait for Nontransparent Active ETFs: SurveyEighty-five percent of the 200 advisors surveyed by Broadridge Financial Solutions say they're likely to use these ETFs.
July 16, 2019
Fidelity Expands Price War With Vanguard With New Index Fund LaunchesAll five index funds have lower fees than comparable Vanguard funds, with no minimums.
July 15, 2019
6 Big Changes That Could Transform the ETF MarketSome will increase the number of ETFs; others could restrict it.
July 15, 2019
Mutual Fund Fees in 401(k)s Keep On Falling: ICIThe average asset-weighted expense ratio fell 47% since 2000, the trade group reported.
July 15, 2019
Skience Launches New Version of Its Wealth Management Platform: Portfolio ProductsAlso, the Model FA online community has launched a resource library and podcast.