Mutual funds

Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement

A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.

UBS is facing more than $600 million in damage claims filed by Puerto Rico investors in closed-end bond funds, the bank said in its second quarter earnings report Tuesday.

New rules will require institutional prime funds to allow NAV to float to market value.

U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds.

Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst..

With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall.

While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.

U.S equity fund assets are near record levels, but in a reversal of last year’s trend, investors are putting more money into bond funds than U.S. stock funds.

Active ETFs may seem contradictory to investors, so ETF providers have a built-in challenge to tackle them.

Puerto Rico Gov. Alejandro Garcia Padilla came out swinging with a defense of his economic and fiscal programs after Moody's Investors Service lowered the island's credit ratings farther into junk territory.

Amid an outreach overhaul, the agency's Division of Investment Management says it wants asset managers to give advisors and investors a 'clear and concise' picture of their investment strategies.

The Growing Influence of Distributors

Are mutual funds hurting your clients' portfolios at tax time?

The Challenge of Structure

Designing the most appropriate share class can be an underestimated component of a mutual fund manager's sales and marketing strategy.

Investors’ appetite for U.S. equity exchange-traded funds has weakened to levels not seen in four years as demand for safety drove more money to fixed income.

Asset managers are feeling unprepared for future challenges despite already making strides to improve fund oversight, according to a survey of North American asset managers.

Kathleen Tarr says AT&T Inc. employees looked to her as “their de facto 401(k) expert.” Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens.

Database platforms are providing a major assist to asset managers looking to better organize their marketing and distribution strategies.