Kevin McDevitt

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  Mid-June Fund Flows Up After Weak May

  By Janet Levaux, AdvisorOne  |  June 17, 2012

  Investors moved into the U.S. and out of Europe in mid-June, reports EPFR Global, though U.S. investors put way less into funds in May, according to Morningstar.

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  Bonds: Partying Like It’s 1999?

  By Janet Levaux, AdvisorOne  |  May 14, 2012

  Taxable bonds gathered $17 billion of inflows in April, says Morningstar, as JPMorgan continues its fund-flow momentum.

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  Berkowitz’s Big Bets on Banks Go Bad

  By John Sullivan, AdvisorOne  |  August 9, 2011

  Two legendary fund managers who continue to bet on a U.S. recovery suffered some of the largest losses on Wall Street on Monday.

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  Muni Bonds Offer Safe Haven Despite Whitney's Prediction

  By Joyce Hanson, AdvisorOne  |  July 22, 2011

  While Lipper, Morningstar, ICI and BondDesk report different muni fund flow numbers for June, all agree that municipal bond fund sales are thriving.

• Research Groups Post Latest Data, Trends

  By Janet Levaux, AdvisorOne  |  June 1, 2011

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  Top Fund Families See Slight Shift

  By Janet Levaux, AdvisorOne  |  May 11, 2011

  Some fund families are moving into or close to the top-10 list, such as Dimensional Fund Advisors and J.P. Morgan Asset Management.

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  Bruce Berkowitz, Fairholme Fund: The Extended 2011 IA 25 Profile

  By John Sullivan, AdvisorOne  |  May 10, 2011

  Bruce Berkowitz is the man(ager) of the moment—which always sounds nice, but is usually fleeting (Legg Mason’s Bill Miller anyone?).

• Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.

• Morningstar: Funds Had $14.3 Billion Inflows in September

  By Janet Levaux, AdvisorOne  |  October 13, 2010

  Fund flows reflect waning risk aversion in many categories, but not U.S. equities, the research group says

• Bond Fund Inflows Approach Record Winning Streak

  By John Sullivan, AdvisorOne  |  August 23, 2010

  An analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.