Updated Friday, August 22, 2014 as of 3:53 AM ET
The Pivot Back to Mutual Funds
Investors have returned to equity funds now that the financial meldown is a distant memory.
More in Mutual Funds
Mutual-to-stock conversions are facing new hurdles, as evidenced by events at a pair of Massachusetts mutuals. Depositors at Beverly Bank recently rejected its proposed conversion, while Reading Co-op Bank changed its bylaws to make it more difficult to convert. more »
A group of bondholders trying to recoup their investment in a failed Moberly, Mo. artificial sweetener plant has added as a defendant Raymond James Financial Inc. — which acquired the bond deal's underwriter and lawsuit's original target. more »
How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market more »
Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement more »
A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways. more »
UBS is facing more than $600 million in damage claims filed by Puerto Rico investors in closed-end bond funds, the bank said in its second quarter earnings report Tuesday. more »
New rules will require institutional prime funds to allow NAV to float to market value. more »
U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds. more »
Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst.. more »
With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall. more »
While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide. more »
U.S equity fund assets are near record levels, but in a reversal of last year’s trend, investors are putting more money into bond funds than U.S. stock funds. more »
Puerto Rico Gov. Alejandro Garcia Padilla came out swinging with a defense of his economic and fiscal programs after Moody's Investors Service lowered the island's credit ratings farther into junk territory. more »
2014 Summer Reading List for Advisors
The July Issue is now online!


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