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Mutual funds
Ex-Morgan Stanley and JAForlines execs launch firm: News Scan
TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.
Stock gains, target-date funds shrink behavioral gap in investment returns
Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.
Does the SEC’s share-class crackdown apply to registered reps?
Advisors who should self-report a violation — but don’t — could face enforcement actions.
Sponsored by Commonwealth Financial Network
Interested in working with millennials? Start with ETFs
Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.
Magazine
The state of asset management
Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.
Scorecard: Mutual fund and ETF flows for the week ending May 30
Data reported by the Investment Company Institute.
Voices: Funds like Magellan need gamblers like Bill Gross
Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.
Top small-cap funds over past 5 years
While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
Are unconstrained bond funds an antidote to rising rates?
These portfolios look poised to shrug off their recent underperformance.
Sponsored by Fidelity
Lowest-cost, top-performing funds
When clients are too focused on returns, bring the discussion back to expenses.
See more Mutual funds
