Mutual Funds

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• Phoenix Report Shows Channel Distinctions

  By Janet Levaux  |  April 29, 2013

  There’s no question that financial advisors follow mutual fund and exchange-traded fund companies very closely, and it’s an equal certainty that among those fund firms, advisors have their favorite mutual fund and ETF brands.

• A Look at Declining Expense Ratios

  By Janet Levaux  |  April 29, 2013

  It’s easy to assume that the widening adoption of low-cost ETFs could be the main force driving prices down for investment products, or maybe it’s the push for further openness causing the drop in fund fees and expenses. Think again. The Investment Company Institute cites a number of other reasons...

• Markets, Funds & Flows: Super Q1’13

  By Janet Levaux  |  April 29, 2013

  The Dow and S&P 500 indices reached all-time highs this first quarter of 2013, which boosted investor inflows and the performance of many equity fund categories, according to several reports released this week. The Dow Jones Industrial Average had returns of 11.25% for the quarter, while the S&P 500 returned...

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  Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’s

  By Gil Weinreich, AdvisorOne  |  April 25, 2013

  Advisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might think—but Vanguard answers back to AdvisorOne.

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  State Street, BlackRock Earnings Reflect ETF Momentum

  By Janet Levaux, AdvisorOne  |  April 19, 2013

  ETF provider Vanguard also tops Morningstar’s list of fund-flow assets for March 2013.

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  DoubleLine’s New Equity Fund Managers Grab ‘Opportunity of a Career’

  By Joyce Hanson, AdvisorOne  |  April 19, 2013

  Now that DoubleLine is three years old, the Los Angeles-based fund firm has the stability and financial resources to take on a new challenge.

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  TD Ameritrade Profits Rise 5.1% as Client Revenue Offsets Fall in Trading

  By Joyce Hanson, AdvisorOne  |  April 16, 2013

  TD Ameritrade reported a 5.1% rise in profits Tuesday as BlackRock and Goldman Sachs also reported positive earnings news.

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  3 Actions for Worried Investors: BlackRock

  By Joyce Hanson, AdvisorOne  |  April 15, 2013

  BlackRock's chief strategists have stepped forward with three actions for uncertain investors to take as stocks reach market highs and bonds stay stuck in single-digit territory.

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  Mutual Fund Expense Ratios Continued Their Decline in 2012: ICI

  By John Sullivan, AdvisorOne  |  April 12, 2013

  The advocacy organization puts hard numbers behind a general sense of lower costs.

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  Top Portfolio Products: Goldman Rolls Out MLP Fund

  By Marlene Y. Satter, AdvisorOne  |  April 7, 2013

  In addition, Franklin Templeton Launches EM Bond Fund, while Global X introduces ETFs with focus on Nigeria and Central Asia/Mongolia.