Mutual Funds

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  Stocks Have Room to Rise, but So Do Interest Rates: J.P. Morgan’s Kelly

  By Joyce Hanson, AdvisorOne  |  May 17, 2013

  J.P. Morgan Asset Management's David Kelly believes the biggest drag on the U.S. economy is the Federal Reserve, and investors must prepare for inflation.

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  Top Portfolio Products: Goldman Launches Alts Fund

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2013

  Also announced in the last week: an emerging-markets government bond index fund from Vanguard.

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  Five Years After the Crisis, Can We Prevent the Next One?

  By Gil Weinreich, AdvisorOne  |  May 13, 2013

  The U.S. has made progress, but measures like money-market fund regulation are needed to avert future financial instability, a Fed governor says.

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  Top Portfolio Products: New Target Volatility Portfolio From Fidelity

  By Marlene Y. Satter, AdvisorOne  |  May 10, 2013

  New products introduced over the last week include a new target volatility portfolio by Fidelity and a new emerging-markets local debt portfolio from Invesco PowerShares.

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  Jeffrey Gundlach: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 9, 2013

  After an abrupt 2009 departure from TCW Group, Gundlach's DoubleLine has surpassed $50 billion in AUM and runs the "most popular fund in America."

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  U.S. Recovers as the World Watches: Schroders

  By Joyce Hanson, AdvisorOne  |  May 8, 2013

  U.S. investors are well acquainted with market uncertainty and the wobbly economic recovery, but they’ve got nothing on worried investors elsewhere in the world.

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  American Century to Drop Livestrong Brand

  By Janet Levaux, AdvisorOne  |  May 6, 2013

  The fund family also intends to roll out a new retirement plan share class in late July as it consolidates its fund-of-funds offerings.

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  Small Alternatives Firm CEO Casts Large Shadow

  By Gil Weinreich, AdvisorOne  |  May 3, 2013

  Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.

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  Ruling Forces Advisors to Pick Appropriate Fund Share Classes

  By Melanie Waddell, AdvisorOne  |  May 3, 2013

  It's a potentially daunting task since some funds may have 10 or more share classes, says ERISA guru Fred Reish.

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  SEC’s White: Money-Market Fund Reforms Coming in ‘Near Future’

  By Melanie Waddell, AdvisorOne  |  May 3, 2013

  But SEC Chairwoman Mary Jo White remained tight-lipped on the specifics of those changes.