Mutual Funds

Volatility? Never Fear. Use it to Your Clients' Favor
Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.
Robos don't have to be based on ETFs, says Naureen Hassan, head of Schwab's Intelligent Portfolios. "It can be mutual funds, individual securities -- whatever we want it to be, because it is a technology platform." Read More »
Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings. Read More »
As the Fed looks to tighten monetary policy, advisors must help their clients navigate a low-yield environment while also preparing their portfolios for rising rates. Read More »
Funds would have to maintain a minimum cushion of cash or cash-like investments that can be sold within three days. Funds also could charge investors who pull their money on days of elevated withdrawals. Read More »
Janet Yellen has the fixed-income market just where she wants it: ripe for the first increase in U.S. interest rates since 2006. Read More »
Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income. Read More »
Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds. Read More »
Bank of New York Mellon, which has been plagued for the past week with computer problems that prevented it from providing prices for mutual funds and exchange-traded funds, said Monday it has provided net asset values for both through Friday. Read More »
The glitch's impact is widespread. Prudential, for instance, says 40 of its more than 60 funds were affected. Read More »
"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst. Read More »
Due to a well-timed computer breach, the PureFunds ISE Cyber Security ETF saw one of the fastest ascents in ETF history. Read More »
A wave of selling gripped global markets as the rout in all but the safest assets deepened. Read More »
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