Eaton

• Performance Trends May Indicate Risk-Adjusted Equity Fund Flows: KBW Report

  By Marlene Y. Satter, AdvisorOne  |  September 26, 2010

  Can the comparison of three-year risk-adjusted equity fund returns year over year predict fund flow trends?

• Bull, Tech Funds Leading the Pack: Mutual Fund Weekly Wrapup

  By Janet Levaux, AdvisorOne  |  May 28, 2010

  The latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.

• Bull, Tech Funds Leading the Pack; Vanguard Reopens Convertible Fund

  By Janet Levaux, AdvisorOne  |  May 28, 2010

  In the taxable fixed-income group, the bull and ultra-long Treasuries dominate the quarter-to-date and year-to-date charts, according to Lipper data.

• Income Tax Planning with Pooled Income Funds

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 14, 2009

  Estate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients.

• Q109 Results: Fixed Income Up

  By Janet Levaux, AdvisorOne  |  May 1, 2009

  The top-performing floating-rate taxable funds gained from about 8.80 percent to as much as 13.77 percent in the first three months of 2009, according to...

• Opportunists

  By Michael S. Fischer  |  April 1, 2009

  What does it take to manage money successfully in an economic climate widely considered the worst since America's Great Depression? Consider the winners of the...

• RiverSource catches the tailwinds of undervalued industrial and energy stocks-and then holds on tig

  By Stan Luxenburg  |  July 1, 2008

  When credit markets came unglued last summer, financial stocks collapsed. That was bad news for large value funds, which traditionally hold big stakes in banks...

• Emerging Market Funds Lead Lipper Pack

  By Janet Levaux, AdvisorOne  |  January 1, 2008

  Funds with a focus on China, Brazil, Latin America and India demonstrated consistently strong chart-topping performance through November 29, 2007, reports Lipper. And fund flows...

• The Muni Junk Pile

  By Stan Luxenburg  |  January 1, 2007

  In the staid world of the bond markets, high-yield municipal funds have been enjoying their version of a roaring bull market. During the three years...

• NEWS & PRODUCTS

  By Staff Writer  |  January 1, 2007

  The Internal Revenue Service is mulling a new Enrolled Retirement Plan Agent (ERPA) designation to allow retirement plan professionals who are not approved to represent...