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Another seemingly ho-hum Friday just got a lot more interesting in the mutual fund world.
November 9 -
Whitebox Advisors today unveiled its second alternative mutual fund to the retail market.
November 9 -
Aberdeen Asset Management has launched the Aberdeen Emerging Markets Debt Fund (AKFAX) in response to continued growing investor interest in the emerging market debt asset class.
November 9 -
One commodity fund has received the dreaded Negative rating from Morningstar.
November 9 -
Compliance is an issue every advisory firm has to deal with, but is your firm adequately prepared to execute effective compliance strategies?
November 9 -
Even if a deal is negotiated to avoid the so-called fiscal cliff, there are concerns on how the solution will affect clients portfolios.
November 9 -
It may be some time before Congress and the Obama administration decide what to do about the tax rates for next year, so its a good idea to plan for various alternative scenarios just in case.
November 9 -
The election results, while no surprise, have pretty much left us where we were in terms of tax policy, according to Roger Harris, president of Padgett Business Services.
November 9 -
Total money market mutual fund assets increased by $31.24 billion to $2.578 trillion for the week ended Wednesday, November 7, according to data from the Investment Company Institute.
November 9 -
Municipal bond mutual funds saw heavy inflows, rebounding with authority from their first week of outflows in more than six months.
November 9 -
With the election over, when members of Congress return to Washington next week, the task awaiting them will be to hammer out what has been an elusive compromise on taxes and expenditures to avert the so-called fiscal cliff, a combination of tax increases and deep spending cuts set to take effect in January should lawmakers fail to act.
November 8 -
Advisors talk about Black Swan events and tail risk you didnt hear retail planners talking about tail risk 10 years ago, or if you did it was the top 1% of the group. Now, its the new nomenclature, said Jeff Montgomery, head of AFAM/Innealta Capital.
November 8 -
56% said that it is challenging to very challenging to discuss such information.
November 8 -
Among investors aged 21 to 50, 72% report that saving for retirement is their top financial goal, a priority applauded by T. Rowe Prices resident retirement guru, senior financial planner Christine Fahlund, but most investors are unwilling to take on the necessary risk to improve their retirement savings.
November 8 -
PIEtech, Inc., maker of the popular planning software product MoneyGuidePro, has settled a patent infringement lawsuit brought against it and UBS Financial Services by its competitor, Wealthcare Capital Management.
November 8 -
Defined contribution plan participants for the most part seem largely unaffected by updated fee disclosure requirements.
November 8 -
WisdomTree Investments has dodged a legal bullet.
November 8 -
Retirement accounts and contributions are growing bigger, according to Fidelity Investments.
November 8 -
Benjamin Franklin said, Without continual growth and progress, such words as improvement, achievement, and success have no meaning. Franklin was right. While it may seem obvious that business growth is central to any advisors ultimate success, in todays highly complex and competitive marketplace, the importance of growth cannot be overstated.
November 8
Diamond Consultants -
Nottingham, an investment administration firm providing turnkey accounting and portfolio record keeping services for hedge funds and mutual funds, has added 10 r new mutual funds from three fund families to its platform.
November 8


