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.
The Economy and Financial Markets: Forecasting What They 'Might' Do
By Mike PattonIt is possible, in my view, to forecast the economy's course only in the very near term.
December 04, 2018
Why Are Advisors Reluctant to Hop on the ESG Train?ESG investing hasn't yet caught fire with the advisor community. Practical Perspectives asked why.
December 03, 2018
SEC Adopts Rule Allowing BDs to Release Research Reports on Funds, ETFsThe rule requires several conditions be met.
December 03, 2018
Wells Fargo Announces New Retirement Income Planning Center: Portfolio ProductsAlso, Natixis and Loomis Sayles partnered to launch a new index that offers a stable risk profile.
December 03, 2018
Outflows From Actively Managed Equity Funds Slow: GoldmanInflows into passive funds also slowed, the report shows.
November 28, 2018
Why Advisors Expect to Boost Clients' Bond AllocationsThe survey of 200 advisors offers multiple reasons for the growing interest in fixed income.
November 27, 2018
John Bogle: RIAs Are the Future; Trading Is Investors' EnemyThe Vanguard founder tells ThinkAdvisor about Vanguard's tech glitches, Fidelity's no-fee funds and what's in his portfolio.
November 26, 2018
12 Best & Worst Broker-Dealers: Q3 Earnings, 2018Several firms reversed gains they made in the prior quarter, while others sharply improved.