Tag: Mutual funds

On the heels of a financial crisis that shook both the financial services industry and investors worldwide, a new report catalogs a surge in mutual fund flows—and a...

A new report suggests that more financial advisers (FAs) at the national broker/dealers (B/Ds) are reluctant to follow home office model portfolio recommendations. 

The Hartford Mutual Funds renamed its Global Equity Fund as The Hartford Global Research Fund.

Prudential Financial, Inc., announced that it will rename its mutual fund family, JennisonDryden, to Prudential Investments.

U.S. money managers participating in a recent Russell Investments poll are apparently an optimistic bunch, predicting equity markets still have room to grow during 2010.

Financial firms surveyed by Cerulli Associates said examination of fees, such as 12b-1 reform, will be the greatest regulatory impact in the coming year.

In a background of lingering uncertainty for investors, many mutual fund managers have continued to attract significant inflows to their stock and bond funds in 2009.

While November’s mutual fund inflow to fixed income still added up to $33 billion, that was down from the $40 billion pumped into bond funds for each of...

John Hancock Funds has completed the adoption of Fiduciary Management Associates’ FMA Small Company Portfolio, and has launched it as the new John Hancock Small Company Fund (JCSAX).

Putnam Investments LLC will dismiss three fund managers as part of a broader move to cut 5% of its staff.

Scottrade now touts a larger selection of institutional class mutual funds for registered investment advisers (RIA) to choose from.

2009 could be another record-setting year for exchange-traded funds (ETFs), according to a new report.

Looks like bonds are back—and in a big way. 

Fidelity Investments has announced enhancements to its seven state-sponsored 529 College Savings Plans.

Transamerica Asset Management Group has introduced a new institutional share class to the Transamerica Funds lineup.

The Financial Research Corporation (FRC) predicts that if the market remains stable and does not go through another crisis within the next five years, sub-advised mutual fund and...

While exchange-traded-fund (ETF) assets will continue to grow rapidly, ETF providers see 401(k) accounts as a continued challenge, according to Cerulli Associates.

Transamerica Retirement Services has introduced a new mutual fund platform for retirement plans that includes target-maturity funds from three fund families, and has no proprietary fund requirements.

For the third consecutive month, investors deposited a $40 billion-plus amount into bond funds, bringing year-to-date bond fund flow volumes to an enormous $330 billion, according to data...

A new Morningstar mutual fund flow report for October shows that most of the money investors yanked during the 2008 downturn from equity funds has been directed to...