Beating The BearApr 1, 2008,By Stan Luxenberg Academics have long scorned actively managed mutual funds. Instead of spending money on managers who attempt to beat the market (however that is defined),... How Low Can You Go?Apr 1, 2008,By Stan Luxenberg With credit markets jittery and the economy on the lip of recession (or in recession, depending upon whom you ask), real estate funds have plummeted.... Focused And Then SomeApr 1, 2008,By Stan Luxenberg Competing fiercely for the attention of investors, fund companies have brought out a wave of specialized offerings. Many of the choices which include... GOOD TIMES, BAD TIMESApr 1, 2008,By John Churchill If you work for one of the major wirehouses, you're in pain. If you're a commission-based rep, business is slow. And if you are a fee-based rep, your... THE BEAR FACTSApr 1, 2008,David A. Geracioti Bear markets are shrinking. According to Leuthold Weeden Institutional Research, in a typical post-WWII bear market, the S&P 500 declined 30 percent over... Mini MessApr 1, 2008,Christina Mucciolo Fidelity Investments is paying big bucks ($3.75 million) in fines for, among other things, playing with little people. Thirteen Fido employees accepted... COMINGS & GOINGSApr 1, 2008,Halah Touryalai Wilkes Thomas Martin III joined Morgan Keegan & Co., Inc. as a financial advisor and senior vice president in the firm's Greenville office. Prior to joining... THE FAILURE CHAINApr 1, 2008,BY JOHN CHURCHILL Consider the Curious and Rather Grotesque Case of Gary J. Gross, a financial advisor from (where else?) Boca Raton, Fla. Gross' U4 is close to 100 pages... SMAs On The RiseJan 1, 2008,By Christina Mucciolo Separately managed accounts are taking up a growing piece of the product-allocation pie, according to a recent study by Reuters AdvicePoint and research... Meet the Retirement GeekNov 1, 2007,BY DAVID ADLER Moshe Milevsky, professor of Finance at York University Canada, is a widely recognized innovator in the field of retirement-income planning, insurance... The CMA PromiseNov 1, 2007,By Guy Manuel Andre Cappon, Stephan Mignot, of The CBM Group, Inc. Exactly 30 years ago, Merrill Lynch launched the first CMA (Cash Management Account). The revolutionary new product combined an investment account, a... Setting the Perfect Price: a Fool's Errand?Nov 1, 2007,BY CHRISTINA MUCCIOLO Are you charging enough? That's hard to say. These days, discounting runs rampant in the financial-advisory industry: Firms allow giant haircuts on commissions,... Stifel Who?Nov 1, 2007,BY JOHN CHURCHILL Takeover bait. It's a description most regional brokerage firms have become accustomed to and for good reason. Several have been gobbled up over the years,... High Sat Scores, High Hedge Fund Returns?Oct 1, 2007,Christina Mucciolo Those darn SAT scores will always come back to haunt you especially if you're a hedge fund manager. At least according to the findings of a recent study... Banking on BrokerageOct 1, 2007,By Susan Konig Over the years, bank-based brokerages haven't posed much of a threat to Wall Street firms' pursuit of high-net-worth individuals. Most bank brokerages... The Magic MetricSep 1, 2007,By Stan Luxenberg For decades, investors and academics alike have sought the magic bullet, the one data point that would predict the future performance of mutual funds.... The Hot SeatSep 1, 2007,By Kevin Burke When Bob McCann flew to Washington, D.C., on July 16 to meet with SEC Chairman Christopher Cox, it was a last-ditch effort to save fee-based brokerage accounts ... From Theory to PracticeJun 1, 2007,By David A. Geracioti Best-selling author Peter L. Bernstein explains how heretical, academic research has become investing orthodoxy. And yet, Modern Portfolio Theory is under attack from behavioral finance theorists. Who is right?... Yield WizardsJun 1, 2007,By Stan Luxenberg A number of equity funds use dividend capture and call writing to produce fancy yields—but it takes a skilled manager to pull it off... Robeco to Advisors: Go DutchJun 1, 2007,By Kevin Burke Robeco Investment Management, a unit of the largest independently owned money manager in Europe, snatched up four American asset managers and is now targeting U.S. retail financial advisors for the first time. Will advisors bite? ... Cold Call: Bob TilsonFeb 1, 2007,Kristen French How did you celebrate the New Year? I stayed home and watched TV with my 13-year-old son, which we both enjoyed very much. ... 60 Seconds with Ron KruszewskiFeb 1, 2007,John Churchill Stifel Nicolaus, the quiet St. Louis-based regional, doubled its size in two years with its purchases of Legg Mason's capital markets group in 2005 and now Ryan Beck, Bank Atlantic's brokerage arm, in January.... Cold Call: Ralph ParksNov 1, 2006,Kristen French Interview with Ralph Parks, founder of Ralph Parks Investment Group in Pittsford NY... 60 Seconds with...Curtis TebergNov 1, 2006,Kevin Burke Market historian and portfolio manager of the Teberg Fund, a fund of funds... Future WealthNov 1, 2006,By David A. Geracioti Alvin Toffler and his wife, Heidi, authors of the classic, Future Shock, argue that economists stink at forecasting, that wealth is moving from the West to the East... The Trouble with Performance-Based FeesNov 1, 2006,By Kevin Burke A handful of money managers have placed incentive fees on some of their funds, but inherent flaws and an unproven track record are enough to give advisors pause... The HereticNov 1, 2006,By Cheryl Winokur Munk These days, it's all about open architecture. Money manager Kenneth Fisher is having none of that. Fisher hires reps to gather assets for him to run on a discretionary basis... Pre-Presidential Rally Starts NowNov 1, 2006,Kevin Burke Curtis Teberg, market historian, former broker and portfolio manager of the tiny $35 million Teberg Fund in Duluth, Minn., is betting on a monster rally in the stock market during mid-term elections... Mission USAOct 1, 2006,By John Churchill UBS rocks in Europe and Asia - but not in the USA. How new US retail brokerage chief Marten Hoekstra intends to improve the performance of the US unit... 60 Seconds with...David TyrieOct 1, 2006,Kevin Burke David Tyrie, head of Putnam's retirement services unit, works directly with 401(k) sponsors and financial advisors. We sat down with Tyrie to get the... Save for Retirement, or ElseOct 1, 2006,By David A. Geracioti Now that the defined benefit plan is in decline, Americans will ahve to take charge of their retirement. How to get employees to participate? How to save Social Security? Robert Pozen, a retirement expert and chairman of MFS, on what needs to be done.... Not the Man, But the MachineSep 1, 2006,BY KEVIN BURKE Quantitative mutual funds, dubbed “black box” investments for their strict adherence to quantitative metrics and technical analysis, have come into vogue this year... A Colossus Is BornSep 1, 2006,By Kevin Burke Larry Fink is something of a rock star. For starters, Fink has built his asset-management company, the New York-based BlackRock, into the third-largest bond manager in the U.S., with some $450 billion in assets.... RIA Asset BoomSep 1, 2006,Kristen French For the third year in a row, the registered investment advisor (RIA) industry enjoyed strong asset growth. ... 60 Seconds with...Kevin RowellSep 1, 2006,Kevin Burke Kevin Rowell is no stranger to advisors. A longtime executive at some of the nation's largest broker-sold fund shops, he was recruited away from Charles Schwab in January to boost slumping sales at Pioneer Investments... |
Current Issue A FALSE SENSE OF SECURITYMay 1, 2008 Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed... advertisement
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