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Mutual Funds Articles
Show Me The Bargains!
by Gregory BresigerFirst Eagle looks for frothy markets, holds cash and sometimes has a losing hand.
Man Who Sent Pipe Bombs To Mutual Fund Managers Gets 37-Year Term
by Bloomberg NewsAn Iowa man was sentenced to 37 years in prison for mailing bombs and threatening letters to fund managers at two big firms in a bid to influence stock prices.
Gold ETF Sellers Facing Tax Surprises At 28% Capital-Gains Rate
by Bloomberg NewsInvestors who dumped shares in gold ETFs amid the biggest selloff in the metal in four years may be in for a shock: Capital-gains taxes are higher than for stocks and bonds.
What Is Sustainable Investing?
by Dorothy HinchcliffThere's a new, relatively easy way to learn about sustainable investing, and Morgan Stanley is one broker-dealer encouraging its financial advisors to take notice.
Non-Believing Advisors Could Get Steamrolled By Bull
by Evan SimonoffThe bull market that gets no respect could start claiming some big RIAs as victims if it stays on course.
Fund Cost Focus Of Vanguard Coffee Truck
by Karen DeMastersVanguard will cross the country in a truck that sells coffee at 26 cents a cup to make a point about mutual fund costs.
Mutual Fund Sales, Redemptions In 4-Year Decline
by Ted KnutsonMutual fund sales declined for the fourth consecutive year in 2012, according to the Investment Company Institute.
Bond King Helps Franklin Resources Beat Other Money-Manager Stock
by Bloomberg NewsFranklin Resources is the best-performing stock in the money-management business as it benefits from the rising popularity of its top-ranked bond manager.
SEC Chairman Says New Money Fund Rules Coming Soon
by Ted KnutsonIn her first public address to mutual fund executives anxious to her plans for money market mutual fund reform, the SEC Chairman Mary Jo White had one word for them: Wait.
Advisors: Fund Reps Should Be 'Human Browsers'
by Ted KnutsonMutual fund company reps need to be “human browsers” to help financial advisors focus on what’s most relevant on the fund Web sites, an advisor panel told an ICI forum.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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Five Ideas To Create Opportunity
Retirement plan advisors have a tremendous opportunity to retain and grow business. + Read more
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What Advisors Can Do To Encourage ‘Money Talks’
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more

