Mutual Funds

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  Vanguard Brews Business in Fun-Filled (Pun-Filled) Summer Campaign

  By John Sullivan, AdvisorOne  |  June 19, 2013

  The investing behemoth is serving a warm cup of metaphor this summer in a novel marketing campaign.

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  The Original Behavioral Economist

  By John Sullivan, AdvisorOne  |  June 18, 2013

  “I’ve been doing the behavioral stuff for 35 years," said MainStay's Michael Aronstein. "It’s the basis of investing and economics. It’s only recently that it’s been popularized by academia. They’re reconstituting something in a trivial manner.”

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  PIMCO to Offer Aria’s Guaranteed Income Product

  By John Sullivan, AdvisorOne  |  June 18, 2013

  Aria CEO David Stone said other fund family collaborations would be forthcoming.

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  Top Portfolio Products: Schwab Lowers Expense Ratios, Donoghue Adds Dividend-Yield Offering

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

  Accretive Wealth Management offers Sharia-compliant portfolios; RiverPark set to close fund to new investors.

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  Bogle Blasts Financial Industry, Calls Compensation a ‘Disgrace’

  By Gil Weinreich, AdvisorOne  |  June 13, 2013

  Industry elder statesman and Vanguard founder John Bogle did not refrain from speaking his version of truth to power at Morningstar’s investors conference, condemning the financial industry’s grip on corporate America.

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  Market Holds Rally, Investors Don’t Show Up

  By Gil Weinreich, AdvisorOne  |  June 12, 2013

  “You don’t get too many chances to get over 100% gain without inflation after only four years,” said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.

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  FINRA: 6 Factors to Consider Before Investing in Alternative Funds

  By Melanie Waddell, AdvisorOne  |  June 11, 2013

  FINRA is warning investors about the risks of treating alternative mutual funds like traditional mutual funds, citing their more nontraditional investment holdings and more complex trading strategies.

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  Vanguard Study Boosts TDFs, Plugs Financial Advisors

  By Gil Weinreich, AdvisorOne  |  June 10, 2013

  A recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.

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  3 Yardsticks for Measuring Fund Performance

  By Ronald Delegge, ETFguide.com  |  June 7, 2013

  A look at the do's and don'ts of judging mutual funds and making sure they stay on track

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  Top Portfolio Products: New Utility, Infrastructure ETFs

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

  Deutsche Asset & Wealth Management launched the two new X-trackers funds, and CMG Capital Management rolled out a global equity product.