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Focus on Funds New Directions in the Global Financial Stability Dialogue Key global financial bodies are changing how they approach mutual funds and financial market stability. ICI Global Managing Director Dan Waters provides details in the November 11, 2016, edition of Focus on Funds...

Focus on Funds Young Investors Learn Investing Basics Through ICI Game Thousands of middle-school students in the DC area are using an innovative and playful approach to learn the importance of saving and investing. ICI Education Foundation Vice President Tina Kilroy describes the...

Focus on Funds Global Funds and Investors Would Benefit from Changes to Europe’s Fund Distribution Structure Changes to European fund distribution rules could be a “game changer” for funds as well as investors. In the October 28, 2016, edition of Focus on Funds, Giles Swan, policy...

Focus on Funds Brexit Could Cost Investors Brexit—the United Kingdom’s exit from the European Union—could have significant implications for global funds and their investors. In the October 21, 2016, edition of Focus on Funds, ICI Global Managing Director Dan Waters lays out what to...

Focus on Funds Investor Protections Missing from New Retirement Plan New state-run retirement plans for private-sector employees will be exempt from important investor safeguards. In the October 14, 2016, edition of Focus on Funds, ICI General Counsel David Blass details what workers...

Focus on Funds New California Retirement Plan Brings Many Risks Workers, employers, and taxpayers in California all face risks from the state’s new “Secure Choice” plan. In the October 7, 2016, edition of Focus on Funds, ICI Chief Economist Brian Reid gives the details. Transcript...

Focus on Funds Fund Investors Should Be Alert to “Abandoned Property” Risk Pennsylvania and other states are changing the laws governing when and how retirement savings accounts are deemed “abandoned” by the investor—and taken by the state government. In response, ICI has created...

On August 25, a federal judge ruled in favor of the defense in Sivolella v. AXA Equitable Life Insurance Co., the first section 36(b) “excessive fees” case to go to trial since the Supreme Court’s Jones v. Harris decision in 2010. In a lengthy opinion, the judge found that the...

Focus on Funds ICI Further Expands Its Cybersecurity Resources Renowned “white hat” hacker Kevin Mitnick will speak at ICI’s Cybersecurity Forum on November 10. In the September 23, 2016, edition of Focus on Funds, ICI Senior Director Peter Salmon details the conference agenda, and...

Focus on Funds How to Make the Most of 401(k) Savings New data from ICI and the Employee Benefit Research Institute (EBRI) show that people who contribute consistently to their 401(k)s increase their balances significantly. In the September 16, 2016, edition of Focus on Funds, Sarah...