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.
SEC to Release New Rules for $5.5T Money-Market Industry
By Alexandra HarrisThe regulator is set to hold a meeting July 12 to finalize the changes, which aim to prevent outflows like those of March 2020.
June 30, 2023
10 Best Restaurants in the World: 2023These eateries likely will impress even the wealthiest clients or prospects — if you can get a reservation.
June 29, 2023
Fidelity to Convert 6 Enhanced Index Funds to ETFsThe conversion will bring lower expenses and additional trading flexibility, according to Fidelity.
June 28, 2023
SEC's Fund Liquidity Plan Hurts Retirement Savers, Lawmakers SayThe "hard close" for trades in the proposal "limits Americans' ability to trade in mutual funds," lawmakers say.
June 27, 2023
15 Comments That Reveal Hidden InformationProspects might be reluctant to reveal too much, but sometimes they share information without knowing it.
June 26, 2023
Morgan Stanley's Wilson Sees Big Risks of a 'Major Correction'"The headwinds significantly outweigh the tailwinds and we believe risks for a major correction have rarely been higher," the strategist said.
June 26, 2023
Here's Where the Market Is Headed After a Wild First HalfA strong first half for the S&P 500 has typically led to another solid run in the remaining six months, according to Bloomberg data.
June 22, 2023
7 Tips for Clients Who Want to Ride the Bull Market: Advisors' AdviceAdvisors share how, or whether, clients should adjust holdings after stocks recently hit bull territory.