Mutual Funds Archives | Page 6 of 53

Products | February 20th, 2018

Providers Seek an Edge through Fee Reductions, Share Class Simplifications

Interviews with product development leaders at Charles Schwab Investment Management and Putnam underscore the fierce competition that drives providers’ evolving...

Investing | February 15th, 2018

Can DB Plans Offer a Better TDF Selection and Monitoring Framework?

ERISA requires plan sponsors to regularly monitor investment lineups to ensure they remain prudent—a task made more complicated by the...

Investing | February 14th, 2018

Review of Vanguard and Fidelity Fee Adjustment Highlights Industry Competition

Retirement plan investment product and recordkeeping providers are careful to present a friendly face in their marketing and even in...

Products | January 11th, 2018

Investment Products and Services Launches

Invesco launches Peak Retirement Target-Date Fund Series, and Efficient Advisors launches mutual fund partnership with Dimensional.

Investing | January 8th, 2018

J.P. Morgan Warns Long-Term Investment Outlook Is Muted

“Saving more is the most obvious and effective way to improve retirement outcomes," J.P. Morgan experts say.

Compliance | January 8th, 2018

Retirement Funds Among Targets of Securities Fraud

Brokers serving retirement plans and other institutional investors were accused of routing orders for equities to an offshore affiliate in...

Investing | January 4th, 2018

The Old Equity Bull Market Charges Into 2018

“A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning...

Investing | January 3rd, 2018

Technology Updates Past Due for Mutual Fund Disclosures

“Investors could benefit enormously from a compact and timely disclosure document that they actually look at and understand,” said SEC...

Compliance | December 29th, 2017

Settlement Agreement May Conclude Allianz Self-Dealing Challenge

Along with non-monetary relief, Allianz will pay $12 million into a common fund for the benefit of class members, to...

Products | December 21st, 2017

Investment Products and Services Launches

BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.

Investing | December 19th, 2017

Multi-Asset Fund Research Recommends More Focused Benchmarks

Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected...

Compliance | December 18th, 2017

Delta Air Lines Excessive Fee ERISA Lawsuit Dismissed

Drawing on a number of recent decisions, the district court ruled the plaintiffs did not adequately describe how the offering...

Investing | December 5th, 2017

Year-End Market Analysis Highlights Global Momentum

However, the increasing “narrowness” of the sources of return in broad market indexes is concerning to MFS experts.

Investing | December 1st, 2017

Sponsors Must Weigh Response To Record-Breaking Equity Markets

With strong November returns, the Wilshire 5000 U.S. equity index extended an unprecedented run of consecutive monthly gains.

Products | November 30th, 2017

Investment Products and Services Launches

Swerdlin & Company integrates Stadion Storyline; Vanguard offers first U.S. actively managed ETF suite; and AAM enters U.S. ETF market...

Opinions | November 1st, 2017

Barry’s Pickings Online: The Bureaucratization—and Politicization—of Capital Formation

Michael Barry, president of the Plan Advisory Services Group, discusses issues with suggestions for reducing retirement plan fees.

Products | October 19th, 2017

Investment Products and Services

State Street Global Advisors launches new SPDR Portfolio ETFs; FS Investments introduces open-end mutual fund; Vanguard selects Wellington to manage...

Products | October 5th, 2017