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.
Watch for These ETF Trends in 2023: Dave Nadig
By Dinah Wisenberg BrinVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.
December 19, 2022
This Fund Giant Is Bleeding AssetsMore than $4 billion left the firm's passive funds in November, and active-fund outflows were even worse.
December 19, 2022
Vanguard Drops Advisor of Mid-Cap Growth FundRS Investments has managed about 20% of the $3.1 billion fund.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 14, 2022
WisdomTree to Offer 10 'Digital Funds' Through New Mobile AppWhile the funds will hold traditional mutual fund assets, a secondary record of shares will sit on a blockchain.
December 13, 2022
Where the Wealthy Plan to Spend, Invest More in 2023In a survey of investors with $2 million or more, 80% said they planned to spend more next year.
December 12, 2022
New Platform Savvly Launches Investment Pool for Longevity RiskThe product sounds similar to a tontine, but Savvly's CEO says it's not the same.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.