Mutual Funds

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  American Century to Drop Livestrong Brand

  By Janet Levaux, AdvisorOne  |  May 6, 2013

  The fund family also intends to roll out a new retirement plan share class in late July as it consolidates its fund-of-funds offerings.

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  Small Alternatives Firm CEO Casts Large Shadow

  By Gil Weinreich, AdvisorOne  |  May 3, 2013

  Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.

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  Ruling Forces Advisors to Pick Appropriate Fund Share Classes

  By Melanie Waddell, AdvisorOne  |  May 3, 2013

  It's a potentially daunting task since some funds may have 10 or more share classes, says ERISA guru Fred Reish.

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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.

• Markets, Funds & Flows: Super Q1’13

  By Janet Levaux  |  April 29, 2013

  The Dow and S&P 500 indices reached all-time highs this first quarter of 2013, which boosted investor inflows and the performance of many equity fund categories, according to several reports released this week. The Dow Jones Industrial Average had returns of 11.25% for the quarter, while the S&P 500 returned...

• Phoenix Report Shows Channel Distinctions

  By Janet Levaux  |  April 29, 2013

  There’s no question that financial advisors follow mutual fund and exchange-traded fund companies very closely, and it’s an equal certainty that among those fund firms, advisors have their favorite mutual fund and ETF brands.

• 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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  Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’s

  By Gil Weinreich, AdvisorOne  |  April 25, 2013

  Advisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might think—but Vanguard answers back to AdvisorOne.

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  State Street, BlackRock Earnings Reflect ETF Momentum

  By Janet Levaux, AdvisorOne  |  April 19, 2013

  ETF provider Vanguard also tops Morningstar’s list of fund-flow assets for March 2013.

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  DoubleLine’s New Equity Fund Managers Grab ‘Opportunity of a Career’

  By Joyce Hanson, AdvisorOne  |  April 19, 2013

  Now that DoubleLine is three years old, the Los Angeles-based fund firm has the stability and financial resources to take on a new challenge.