Investment Company Institute

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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.

• 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...

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  Retirement Research Roundup: Savings, Not Income, Biggest Driver of Retirement Success

  By Danielle Andrus, AdvisorOne  |  April 26, 2013

  Americans are on track to replace about 61% of their income in retirement, a Putnam survey found.

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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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  Retirement Assets Rise 8% in 2012

  By Melanie Waddell, AdvisorOne  |  March 27, 2013

  Retirement assets reached $19.5 trillion, a 44.4% jump from 2009 recession lows, according to data released Wednesday by the Investment Company Institute.

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  Are Your Investments Tax-Efficient?

  By John Sullivan, AdvisorOne  |  March 1, 2013

  Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.

• ETF Assets Surge 27% in 2012

  By Ronald Delegge, ETFguide.com  |  February 22, 2013

  The combined assets of U.S. listed exchange-traded fund (ETFs) jumped ended 2012 at $1.337 trillion, according to the Investment Company Institute (ICI).

• Equities Funds in Favor in Early ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.

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  Fund Industry Challenges CFTC Registration

  By Melanie Waddell, AdvisorOne  |  February 8, 2013

  The mutual fund industry, with help from some former SEC officials, is fighting back over a rule adopted by the CFTC that will force many funds to register with it.

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  January Fund Flows Show Exuberant Investors: Strategic Insight, TrimTabs

  By Melanie Waddell, AdvisorOne  |  February 5, 2013

  An all-time record $77.4 billion flowed into U.S.-listed equity mutual funds and ETFs in January, according to TrimTabs Investment Research. Also in January, net inflows to bond funds are estimated to exceed $40 billion, says Strategic Insight.