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Money market mutual fund assets continued its steady decline the week ended Feb. 20.
February 25 -
Mutual funds overall continued to enjoy flows the week ended Feb. 20, reported Jeff Tjornehoj of Lipper.
February 25 -
Vanguard has made five key investment management appointments as part of what it says is its long-standing practice of periodically rotating members of its investment management teams to broaden their experience and provide them with new responsibilities.
February 25 -
The CFP Board has redesigned two of its websites to enhance navigational features and functionality across different mobile platforms.
February 25 -
After the municipal market struggled to get through a heavy new-issue calendar last week, another slate of sizable new deals will test the market this week, anchored by a $1.3 billion California higher education deal.
February 25 -
Clients who hold valuable land may receive generous tax breaks in return for a conservation easement, but the IRS has made an effort to keep the tax breaks from becoming too generous.
February 24 -
Vanguard has made five key investment management appointments as part of what it says is its long-standing practice of periodically rotating members of its investment management teams to broaden their experience and provide them with new responsibilities.
February 22 -
Although rising interest rates may challenge those bond investments with the highest sensitivity to interest rates, many parts of global fixed-income markets can provide reduced interest-rate risk and even be used to seek potentially strong performance in a rising interest-rate environment.
February 22 -
Guggenheim Investments is liquidating nine exchange-traded funds to make room for other "products that have demonstrated the most marketplace demand."
February 22 -
The Year of the Snake began on February 10. According to Chinese folklore, this year will be known for steady progress and attention to detail.
February 22 -
Are active exchange-traded funds just a gimmick? And is there a resolution in sight for any potential further reform of the money market mutual fund industry?
February 22 -
Equity and bond mutual funds alike started off the new year with a bang, bringing in $86 billion in fresh assets. This combined with $29 billion flowing into exchange-traded funds was by far the largest one-month gain on record for mutual funds, according to Morningstar.
February 22 -
The largest purveyor of money market mutual funds in the United States this month told the Financial Stability Oversight Council that no further reform of such funds is necessary.
February 22 -
This years top three regional advisors have risen through the ranks through a combination of ambition and diligence. Check out who made the list and what has inspired them.
February 22 -
Mike Tyson is preparing for another fight -- this time, with his former financial planner.
February 22 -
These are the biggest money blunders clients make. By getting ahead of the problem, advisers can make themselves more valuable.
February 22 -
Mutual funds overall continued to enjoy flows the week ended Feb. 20, reported Jeff Tjornehoj of Lipper.
February 22 -
Sales of deferred income annuities grew to more than $1 billion in 2012. But they are still a minor portion of the overall market, representing less than one percent of total annuity sales.
February 22 -
Big banks are struggling to find the best way to compensate their chief executive officers, said Sallie L. Krawcheck, former head of wealth management for Bank of America Corp.
February 22 -
The Touchstone Funds Group is dumping six funds that its Board of Trustees deems to small and redundant.
February 22




