Mutual funds

The 20th anniversary is fast approaching of the launch by State Street Global Advisors in 1993 of the first investment fund that could be traded throughout the day like a stock.

Perhaps Matthew Lemieux, research analyst at Lipper, sums up best the damage Superstorm Sandy has wrought on the mutual fund and ETF space.

Charles Schwab has launched the Schwab Advisor Center app for the iPad available for download. Advisors will now be able to access key client data such as balances, positions, and transactions from their iPads.

Perhaps Matthew Lemieux, research analyst at Lipper, sums up best the damage Superstorm Sandy has wrought on the mutual fund and ETF space.

ProShares is readying a merger arbitrage exchange-traded fund to launch sometime in January, according to a Securities and Exchange Commission filing.

Franklin Templeton Investments' parent Franklin Resources has effectively expanded its alternatives offerings.

Look for more flexible offerings from MFS Investment Management thanks to new funds in its target date suite.

The Epiphany Funds Trust has appointed Mutual Shareholder Services as its transfer agent, administrator and fund accounting firm effective November 1, according to a Securities and Exchange Commission filing.

Henderson Global Investors is liquidating two international equity funds in December.

ING Financial Partners, the broker dealer of ING U.S., has developed a new practice management program designed to help financial advisors address lifetime income planning needs of their near-retirement clients.

Relationships help fund firms retain assets, says Cogent Research.

The SSgA Tuckerman Active REIT Fund will soon be looking for another subadvisor.

Bill Gross, who runs the world’s biggest mutual fund at Pacific Investment Management Co., said there is no evidence that investment is being spurred by the Federal Reserve’s quantitative easing program.

The NASDAQ's parent group is acquiring a new index provider.

Hurricane Sandy kicked up total estimated inflows to long-term mutual funds to $5.45 billion for the week ended Wednesday, October 24, according to the Investment Company Institute.

The registered investment advisor is becoming a portfolio manager, more than an advisor.

In real estate, the three keys are location, location and location. But in the case of Charles Schwab's latest ETF Investor Snapshot, the keys are real estate and more real estate.

Credit conditions in China warrant special attention in light of the country's considerable size and systemic importance to the global economy.

Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.

Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.