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.
Annexus and State Street to Create In-Plan Annuitization Program
By Allison BellA monthly, multi-carrier process could help hold annuitization costs down.
March 29, 2022
10 Talking Points for Clients Who Think 'Bonds Are Boring'Here are some helpful conversation starters to get clients to follow your advice on asset allocation.
March 24, 2022
Size Does Matter: Why Morningstar Downgraded Fidelity ContrafundThe fund may have gotten too many assets and too focused on mega-stocks, which has affected performance.
March 24, 2022
Fidelity Fund Pioneer Edward Johnson III Dies at 91He revolutionized financial management by promoting mutual funds for retirement plans and money-market checking accounts.
March 24, 2022
Fidelity Enhances Bond Beacon: Tech RoundupAlso, Oppenheimer has launched its Investor Gateway wealth management technology platform.
March 24, 2022
SEC Prevails in 12b-1 Fee Case Against Advisory FirmRather than settle, the firm says it spent two years fighting to stop the SEC's push to create "new regulation without following the formal rule-making process."
March 23, 2022
15 Top Target-Date Funds for 2022: MorningstarIn 2021, target-date strategies had net inflows of $170 billion, more than double that of 2020 and pushing assets to $3.3 trillion
March 23, 2022
BD to Pay Over $400K for Failing to Supervise RepsFINRA has sanctioned an independent broker-dealer over sales of risky alternative mutual fund to clients.