After a shaky couple of months, mutual fund assets are ever-so-slightly climbing.
By category, stock funds moved up to $3.111 trillion, with inflows totaling $758 million. Thats pretty good news when compared with Septembers outflow numbers of $29.35 billion.
Bond funds had combined assets of $934.8 billion this month -- a big difference from $3.1 trillion in stock funds. Yet inflows continued to rise -- totaling $13.51 billion in October, up 43% from September.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
Turns out clients are as mistaken about tax preparers as they are about taxes.
