Mutual Funds

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  Do You Really Need to File That Social Media Post With FINRA?

  By Melanie Waddell, AdvisorOne  |  March 18, 2013

  The SEC has released guidance clarifying which social media posts investment companies must file with FINRA.

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  Top Portfolio Products: Salient Launches Pure Trend Fund

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2013

  Other new products introduced over the last week include a new ETF from Global X and Total Income+ Real Estate Fund from Bluerock.

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  Americans Increasingly Stressed Over Retirement

  By John Sullivan, AdvisorOne  |  March 14, 2013

  Nearly three-quarters of Americans find thinking about retirement saving and investing to be a source of stress and anxiety.

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  On Portfolio Performance, Remember: Attribution Tells the Story

  By J. Gibson Watson III, CIMA, Envestnet, Christopher Devenney, Envestnet | Prima  |  March 13, 2013

  When conducting a year-end review of a manager’s performance within a client's portfolio, use attribution to help guide the discussion.

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  Why Bogle Is Dead Wrong on ETFs

  By Ron DeLegge, ETFguide.com  |  March 12, 2013

  Everyone has heard about love at first sight. But what about hate at first sight? The latter describes John Bogle’s long-lasting hate affair with ETFs.

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  Bogle to DeLegge on ETFs: ‘It Is You Who Are Dead Wrong’

  By John C. Bogle  |  March 12, 2013

  Sorry, Mr. DeLegge. I’m not “dead wrong” about ETF investing, and let your followers decide whether or not my comments in this note are “irrational.”

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  Vanguard, PIMCO Dominate ’12 Global Fund Flows: Morningstar

  By Janet Levaux, AdvisorOne  |  March 11, 2013

  Investors focused on key fund families in the fixed-income space last year.

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  Top Portfolio Products: Goldman Rolls Out Global Bond Fund

  By Marlene Y. Satter, AdvisorOne  |  March 11, 2013

  FPA introduces no-load products, as Lincoln Financial launches a Treasury-indexed VA and ING U.S. brings out a new lifetime income annuity.

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  Stable International Funds Best Bet for Dean’s Conservative Clients

  By Savita Iyer-Ahrestani  |  March 5, 2013

  Mary Dean of RIA firm Dean Roland Russell allocates 15% of her clients' money to international equities, using mutual funds that invest in those parts of the world she thinks offer good growth potential with low volatility.

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  Top Portfolio Products: PIMCO, Vanguard Launch More EM Bond Funds

  By Marlene Y. Satter, AdvisorOne  |  March 1, 2013

  In addition, Vanguard says it will no longer accept new fund flows into the Wellington and Intermediate-Term Tax-Exempt funds.