Moody’s upbeat on mutual-fund companies for the third quarter
Outflows at Franklin and Waddell & Reed mask overall healthy inflows.
SEC hot-button topics that advisers need to know about
Priorities include business continuity plans, cybersecurity and fee disclosure.
Don’t count small-cap funds out because of looming interest rate hikes
ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.
What grade does your state’s college savings plan get?
Age-based 529 plans for this year's freshmen don't always get high marks.
What grade does your state’s 529 plan get?
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
California, fund industry spar over automatic retirement savings plan Secure Choice
The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.
DOL rule bad for fund company profits
Trend toward low-cost passive mutual funds will reduce margins.
Bond king Jeffrey Gundlach’s DoubleLine smart beta stock fund bucks the outflow trend
The DoubleLine Shiller Enhanced CAPE fund had a net inflow of $117.07 million in July, its largest ever.
Advisers should think twice before adding volatility ETFs to client portfolios
If your clients are worried about stock market volatility, your first question might be to ask them why.
Vanguard, the king of passive investing, hops on board the active ETF train
Vanguard, where the world goes to catch a ride on index funds, is building a new station for…