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.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 03, 2024
Commonwealth Must Pay SEC $93M Over Revenue SharingCEO Wayne Bloom said the firm is "exploring all options to continue to defend our position."
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 21, 2024
Rob Arnott: On AI, 'Never Short-Sell a Bubble'Investors can avoid the messiness with gains that "average out" of the market, the Research Affiliates head tells ThinkAdvisor.
March 20, 2024
S&P Tops 5,200 as Fed Backs Rate-Cut ViewThe index reached a new high as Fed officials maintained their outlook for three rate cuts this year.
March 20, 2024
LPL Merges Two Investment Management ProgramsLPL's Strategic Asset Management program is no longer a wrap-fee program.
March 14, 2024
S&P Would Need to Rise 20% to Look Like '90s Bubble: SocGenThat suggests the stock market can continue its sharp advance despite brewing worries that it has run up too far.
March 12, 2024
4 'Reasonable' Choices, If You Must Own U.S. Stocks: GranthamThe contrast between market enthusiasm and global risks seems "extreme, illogical and dangerous," Grantham wrote in a recent note.
March 11, 2024
Fidelity Cuts About 700 JobsThis is the first headcount reduction in seven years for the Boston-based asset manager.
March 08, 2024
Commonwealth Still Fighting $111.5M SEC Suit Over Mutual Fund FeesThe firm hopes to limit the damages it must pay to between $5 million and $24 million.