Tag: Mutual funds

Morgan Stanley Smith Barney was the highest-ranked wirehouse among affluent and high-net-worth (HNW) investors, according to Cogent Research’s list of top fund distributors.

Lord, Abbett & Co. has reduced the net expense ratios on two of its funds, effective December 31.

Financial intermediaries now do more than one-third of their mutual fund business in products recommended from their home office, according to a survey by kasina and Horsesmouth.

Chartwell Partners has launched an emerging markets investment product that excludes China and Vietnam.

The year 2009 proved to be a recovery year for the fund industry after a brutal 2008 that saw shareholders dump their funds en masse, according to Morningstar...

A new study suggests mutual fund companies might no longer need to keep in place short-term redemption fees that were imposed in 2003 as a result of controversy...

Wells Fargo and its Evergreen Funds affiliate have been tidying up their fund lineups.

The Charles Schwab Corporation today announced reductions in online equity trade commissions for both retail investors and its independent investment adviser clients.

CUSO Financial Services (CFS), a full-service, broker/dealer and registered investment adviser, has launched the ActivePassive Portfolios on the CUSO Asset Management (CAM) platform.

Los Angeles-based asset management firm The TCW Group has launched the TCW Emerging Markets Equities Fund (TGMIX/TGMMX).

Lazard Asset Management LLC has announced the launch of the Lazard Global Listed Infrastructure Portfolio (GLIFX, GLFOX), available to both institutional and individual investors.

Huntington Funds has launched a new fund to tap into emerging markets.

SunTrust Banks Inc. is trying to sell RidgeWorth Investments, its multi-boutique asset management business, people familiar with the matter said on Monday, according to Reuters.

As 2009 nears its end, it looks like it will be a good year for many equity indexes.

CPI Qualified Plan Consultants, Inc., said the mutual funds of Wasatch Funds have been added to its retirement plan platform.

INTECH Investment Management LLC has launched its first Enhanced Global Equity strategy. 

Vanguard plans to introduce its first actively managed equity fund that invests primarily in small- to mid-capitalization U.S. value stocks.

Harrisburg, Pennsylvania-based TEAM Financial Asset Management, LLC, has launched the TEAM Asset Strategy Fund (TEAMX), the company announced.

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...