Mutual funds

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.

One year after the U.S. Securities and Exchange Commission proposed new protections for money- market mutual funds, support is eroding for the agency’s plan to rein in the riskiest of them.

Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles, a new survey from the Financial Planning Association shows.

ETF and mutual fund providers need to rethink their sales and marketing strategies in light of the rapid growth in the sales of these products by registered investment advisors.

When some investors were fleeing Russian stocks as President Vladimir Putin moved to annex Crimea, Pacific Investment Management Co. turned bullish.

In grading investment performance, it turns out that consistency is even more important than asset allocation.

Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles surveyed by the FPA's Journal of Financial Planning and the FPA Research and Practice Institute.

If you’re comparing a multi-asset client portfolio to the S&P 500, you’re setting yourself up for trouble.

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BlackRock’s Fink Says Leveraged ETFs May ‘Blow Up’ Industry

BlackRock's Laurence D. Fink, who oversees the world's biggest exchange-traded fund lineup, said leveraged ETFs are a structural problem and have the potential to "blow up" the industry.