Shariah-Compliant Fund Growth May Be Overstated: Cerulli
Current assets in Shariah-compliant investments may be more modest than cited by many regulators and industry players, according to a new analysis.
Tag: Mutual funds
College Savings Plans Hit Hard by Oppenheimer Fund Loss
Parents’ savings for their children’s college educations took a big hit as a bond fund offered by at least four state 529 plans lost more than a third...
Highland Capital Announces Portfolio Manager Changes
Highland Capital Management, L.P., has announced portfolio management changes to two funds, effective January 1.
Retirement Plans Still Pumping Up Mutual Fund Ownership
More households own mutual funds inside tax-deferred accounts—such as defined contribution (DC) plans, individual retirement accounts (IRAs), and variable annuities—than outside these accounts, according to the Investment Company...
investment-oriented
Wrapping Them Up
Exchange-traded funds are working their way into retirement plans, in a variety of interesting ways
RIAs Well-Positioned for Future Mutual Fund Opportunity
Looking ahead, mutual funds could come out the winners of the current financial crisis, according to a new report by Strategic Insight.
trendspotting
Mutual Funds, Watch Your Backs
While the demand for mutual funds remains strong, other solutions are gaining ground
trendspotting
Fee Country
A study by research firm Strategic Insight says that advice in the mutual fund business increasingly is provided through fee-based accounts.
investment-oriented
Exchange Rates
ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
retirement income
Funding a Carefree Retirement
Retirement income solutions aim to find ways for savings to keep working so retirees can relax
retirement income
Funds Move to the Next Level
New mutual fund products aim to help investors in the decumulation phase