Resources

1415 Resources for

mutual fund

Subscribe to this listing via:
RSS
Email

BNET Business Dictionary

Mutual Fund: an investment company that sells shares to investors and invests for their benefit.; Mutual Fund definition on BNET »

BNET Resources

Growth of wrap assets tops that for separates; Smith Barney's TRAK program vindicated.(News): Byline: Kathie O'Donnell BOSTON - Baby boomers who are retiring and rolling over their 401k money favor mutual fund wrap programs even though many are wealthy enough to qualify for separately managed accounts, industry observers say. ...; Tags: asset, mutual fund, Salomon Smith Barney; Research articles 2007-02-12
Bear Stearns Broker-Dealer & Investment Advisor Services Enhances Its Mutual Fund Platform: NEW YORK -- Bear Stearns Broker-Dealer & Investment Advisor Services BDIAS today announced that it is significantly broadening its mutual fund platform by expanding the list of available funds and adding to its set of mutual fund research tools. These enhancements are specifically designed to help broker-dealers and registered investment...; Tags: Bear Stearns & Co. Inc., mutual fund; Research articles 2007-06-18
Trends In Mutual Fund Investing.: The combined assets of the nation's mutual funds increased by $137.5 billion, or 1.4%, to $9.7 trillion in September, according to the Investment Company Institute's survey of the mutual fund industry. In the survey, mutual fund companies report ac The combined assets of the...; Tags: Investment Company Institute, mutual fund, survey; Research articles 2006-12-01
Four Turner Funds Make Debut in Charles Schwab's Mutual-Fund Services: BERWYN, Pa. -- Four no-load Turner stock mutual funds -- the Turner International Core Growth Fund, the Turner Large Cap Growth Fund, the Turner Large Cap Value Fund, and the Turner Midcap Equity Fund -- have been added to the mutual-fund platform at Charles Schwab & Co., Inc.; Tags: Charles Schwab & Co. Inc., mutual fund; Research articles 2007-05-14
Independent directors scrutinize regulatory compliance burdens; Focus on Sarbanes-Oxley, other rules takes time away from 'more strategic areas'.(Mutual Funds): Byline: Sara Hansard WASHINGTON - Independent mutual fund directors are looking at targeted areas where rules could be made more efficient. Interviews with such directors back up findings of a PricewaterhouseCoopers LLP survey of participants at Byline: Sara Hansard ...; Tags: board, mutual fund, regulation, regulatory compliance, Sarbanes-Oxley Act, SEC; Research articles 2006-11-27

Mutual funds outgrow old corporate structure; Independent boards among topics for debate.(News): Byline: Sara Hansard WASHINGTON - Several organizations next year plan to recommend revisions to mutual fund regulations - ranging from allowing brokers to discount fund sales loads to abolishing the corporate structure of mutual fund compani Byline: Sara...; Tags: mutual fund, SEC; Research articles 2005-12-05
Aberdeen Appoints Head of US Mutual Funds: PHILADELPHIA -- Aberdeen Asset Management Inc ("AAMI"), the wholly-owned US subsidiary of Aberdeen Asset Management PLC (LSE:ADN), announces the appointment of Vincent Esposito as Head of US Mutual Funds.; Tags: Aberdeen Group Inc., mutual fund; Research articles 2007-09-05
Diversify Your 401K with ETFs: As exchange-traded funds become increasingly popular with investors (ETF assets increased from $65.6 billion in 2000 to $422.6 billion in 2006), many retirement investment firms are pushing to increase ETF investment in the arena of 401k plans, where mutual funds have long been king. Many of the...; Tags: Retirement Plans, Mutual Fund, ETF, 401(k) Plan, Mutual Funds, 401(k), Financial Services, Human Resources, Benefits, Lori Deschene; Blog posts 2007-07-26
Whew! Mutual funds finally are back in favor; March inflows the highest in history.(Mutual Fund Report): Byline: Frederick P. Gabriel Jr. BOSTON - The $9.2 trillion mutual fund industry is back in favor among investors after being chastened by the bursting of the technology bubble at the start of the decade and an industrywide scandal that erupt...; Tags: advertisement, Lipper Inc., mutual fund, stock; Research articles 2006-05-15
Mutual Fund Store nabs executive from H&R Block; Firms wants CEO to find retail locations for its outlets.(News): Byline: Brooke Southall SAN FRANCISCO - David Byers was hired away last month from H&R Block Inc. to apply big- company retailing tactics to The Mutual Fund Store LLC. The former chief operating officer and head...; Tags: H&R Block Inc., mutual fund; Research articles 2007-04-23
Fergus Reid, Chairman of JP Morgan Chase Mutual Funds, Appointed to International Power Group's Financial Advisory Committee: CELEBRATION, Fla. -- International Power Group, Ltd. (OTCPK: IPWG) has appointed Fergus Reid to the company's Financial Advisory Committee. Reid, chairman of the JP Morgan Chase Mutual Funds and a trustee of the Morgan Stanley Mutual Funds, brings with him 23 years of experience as an investment banker and a...; Tags: financial, J.P. Morgan Chase & Co., mutual fund; Research articles 2006-10-26
Hidden fund scandal: Ownership's true cost.(Other Views): Byline: Brent Brodeski Late trading; soft-dollar and directed-brokerage arrangements; board members who do the bidding of fund managers - these are just a few of the things Securities and Exchange Commission Chairman William H. Donaldson had Byline:...; Tags: mutual fund, SEC; Research articles 2004-08-16
Note to Cox: Rethink mutual funds.(Short Interests): Byline: Sara Hansard WASHINGTON - It is time for the entire structure of mutual fund regulation to be reviewed and updated. That was the advice given to Christopher Cox, the new Securities and Exchange Commission chairman,...; Tags: mutual fund, SEC; Research articles 2005-09-19
Citigroup wants to go whole hog on open architecture.(Conference Call): Byline: Sara Hansard WASHINGTON - Citigroup Inc. wants to follow the model it took on last year when it acquired the brokerage unit of Legg Mason Inc. to expand its business in hedge funds, private equity and structured products, according to...; Tags: Citigroup Inc., mutual fund, Sharp Corp.; Research articles 2006-03-27
Independent fund directors look for more guidance on SOX; Compliance burden undermining strategy, many feel.(News): Byline: Sara Hansard WASHINGTON - Independent mutual fund directors are looking at targeted areas where rules could be made more efficient. Interviews with such directors back up findings of a PricewaterhouseCoopers LLP survey of partici ...; Tags: board, compliance, mutual fund, Sarbanes-Oxley Act, SEC, strategy; Research articles 2006-11-27
Fund prospectuses still need some work.(Editorial): It's time for the Securities and Exchange Commission and mutual fund industry to revisit prospectuses. The prospectuses must be made more useful, and more appealing, to help the average fund investor, especially the first-time investor, make It's...; Tags: investor, mutual fund, SEC; Research articles 2005-05-23
TietoEnator delivers mutual fund solution to Didner & Gerge Fonder AB: NORDIC BUSINESS REPORT-3 November 2003-TietoEnator delivers mutual fund solution to Didner & Gerge Fonder ABC1994-2003 M2 COMMUNICATIONS LTD http://www.m2.com; Tags: mutual fund, TietoEnator; Research articles 2003-11-03
SEC reporting deadline is a big burden.(Monday Morning): Byline: Jim Pavia As the editor of a weekly newspaper, deadlines are my life. If our staff members didn't do their jobs and hit deadlines, InvestmentNews wouldn't publish on time. To...; Tags: mutual fund, SEC, shareholder; Research articles 2006-10-02
Briefs: SEC may still miss mutual fund abuses, GAO says.(Special Report: Mutual Funds): WASHINGTON - The SEC may again fail to detect trading abuses by mutual fund companies unless it develops a plan to routinely receive and review annual compliance reports from chief compliance officers at mutual fund companies, according to a GAO repo WASHINGTON - The SEC may...; Tags: compliance, fund company, General Accounting Office, mutual fund, SEC, Wells Fargo & Co.; Research articles 2005-05-02
Fidelity's 2005 had its ups and downs.(Reverse Spin): Byline: Frederick P. Gabriel Jr. Not bad for a mutual fund company that didn't do such a great job of selling mutual funds last year. Although it lagged rivals in attracting new investors to mutual funds,...; Tags: company, ETF, Fidelity Investments, job, mutual fund; Research articles 2006-03-06