Edward Jones, Osaic, and Cambridge repaying $8.2M in mutual fund charges to clients

Edward Jones, Osaic, and Cambridge repaying $8.2M in mutual fund charges to clients

Finra orders on Friday noted that the companies proactively corrected errors following exams in 2020 that found customers were not properly given rights of reinstatement for mutual fund…

Best Roth IRA Accounts for December 2024

Best Roth IRA Accounts for December 2024

Why Trust Us Investopedia’s team of editors and researchers analyzed 47 online brokerage and digital wealth management platforms based on 73 criteria that are critical to helping Roth…

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FINRA orders restitution to fund investors

“Each of the three firms failed to establish and maintain a supervisory system reasonably designed to supervise whether eligible customers received available mutual fund sales charge waivers and…

Mutual Fund Manager of the Year beats benchmark by seeking safety

Mutual Fund Manager of the Year beats benchmark by seeking safety

As at Nov. 12, the fund outperformed both the Morningstar Global Gold Growth Index and the Morningstar Precious Metals Category with a year-to-date return of 35.3%, compared to…

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Fund sales climb, assets surge in November: IFIC

The rise in net sales came as both the equity and balanced categories turned positive in November, after recording net redemptions in October. Equity mutual funds generated $678…

Best IRA Accounts for December 2024

Best IRA Accounts for December 2024

Why Trust Us Investopedia’s team of editors and researchers analyzed 47 online brokerage and digital wealth management platforms based on 73 criteria that are critical to helping IRA…

3 BNY Mellon Mutual Funds to Enhance Your Portfolio Performance

3 BNY Mellon Mutual Funds to Enhance Your Portfolio Performance

BNY Mellon, established in 1784, offers a wide range of mutual funds supported by solid research and market expertise. The Investment Institute at BNY Mellon analyzes return forecasts…

Is Artisan Global Opportunities Investor (ARTRX) a Strong Mutual Fund Pick Right Now?

Is Artisan Global Opportunities Investor (ARTRX) a Strong Mutual Fund Pick Right Now?

There are plenty of choices in the Global – Equity category, but where should you start your research? Well, one fund that may not be worth investigating is…

Is VTIPX a Strong Bond Fund Right Now?

Is VTIPX a Strong Bond Fund Right Now?

Are you on the hunt for a Government Bond – Short fund? You should think about starting with Vanguard Short Term Inflation Protected Security Index Investor (VTIPX). The…

Is Invesco American Franchise A (VAFAX) a Strong Mutual Fund Pick Right Now?

Is Invesco American Franchise A (VAFAX) a Strong Mutual Fund Pick Right Now?

Any investors hoping to find a Large Cap Growth fund might consider looking past Invesco American Franchise A (VAFAX). VAFAX holds a Zacks Mutual Fund Rank of 5…