Mutual Funds

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  Five Years After the Crisis, Can We Prevent the Next One?

  By Gil Weinreich, AdvisorOne  |  May 13, 2013

  The U.S. has made progress, but measures like money-market fund regulation are needed to avert future financial instability, a Fed governor says.

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  Top Portfolio Products: New Target Volatility Portfolio From Fidelity

  By Marlene Y. Satter, AdvisorOne  |  May 10, 2013

  New products introduced over the last week include a new target volatility portfolio by Fidelity and a new emerging-markets local debt portfolio from Invesco PowerShares.

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  Jeffrey Gundlach: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 9, 2013

  After an abrupt 2009 departure from TCW Group, Gundlach's DoubleLine has surpassed $50 billion in AUM and runs the "most popular fund in America."

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  U.S. Recovers as the World Watches: Schroders

  By Joyce Hanson, AdvisorOne  |  May 8, 2013

  U.S. investors are well acquainted with market uncertainty and the wobbly economic recovery, but they’ve got nothing on worried investors elsewhere in the world.

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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.