Mutual funds

ICI Global has hired Elizabeth Todd as Director of Global Legal Affairs. Todd hails from the Financial Services Authority, where she was the Alternative Investment Funds Management Directive policy lead on the investment funds team.

Are mutual fund wholesalers and advisors under-stressed and overpaid? Well, the folks at U.S. News & World Report seem to think so.

Investors were down on the municipal bond market for a third straight week as $261 million poured out of weekly reporting muni bond mutual funds for the week of March 20.

Are mutual fund wholesalers and advisors under-stressed and overpaid?

U.S. exchange-traded fund assets rose $2.49 billion to $1.408 trillion in February, according to Investment Company Institute.

Plan sponsors are increasingly turning to outsourced or discretionary investment solutions for their funds post the global financial crisis, according to Tim Barron, chief investment officer for consulting firm Segal Rogerscasey.

FUSE Research is getting wise on Europe.

Financial advisors vary greatly in their approach and use of written investment policy statements with their clients, including some who don’t use these statements at all, according to Russell Investments’ latest quarterly survey of U.S. advisors.

Sentinel Investments has promoted three of its portfolio managers.

For the week ended March 13, investors steered a paltry $1.64 billion into bond funds, a whopping 74% drop from the $6.42 billion they poured into the funds a week earlier.

Advisors need to position themselves to help clients navigate the new tax landscape, particularly when it comes to juggling the variety of mutual funds in a client's portfolio.

Charles Schwab deepens its dedication to technology with a new agreement with DST Output.

The ongoing collaboration between the division of the SEC that examines fund adviser and broker operations and the division that enforces violations of investment regulations is now “very seamless,’’ according to heads of those units.

Institutional investors held around half of total equity exchang-traded fund assets in 2012, according to a new report from Strategic Insight.

WisdomTree Asset Management is prepping the WisdomTree Brazil Bond Fund (BBF) to launch within the next few months.

New findings from Boston-based global analytics firm Cerulli Associates show that clients feel their advisors often recommend products that do not fit their risk profiles.

The investment management industry is undergoing a transformation.

Nuveen Investments has launched two new dividend-focused funds.

Mutual funds, especially of the equity variety, enjoyed the affections of investors in February, celebrating net inflows for the month.

Los Angeles-based Aspiriant is launching a new equity fund dubbed the Aspiriant Risk Managed Global Equity Fund, which will bet on a diverse group of common stocks of companies in developed and emerging markets with an emphasis on small capitalization and value companies.