Are Fund Fees Excessive?Sep 1, 2008,By Stan Luxenberg Plaintiffs' lawyers periodically charge that mutual funds impose excessive fees. But costs in the industry have been declining steadily.... What-I-Believe-In InvestingAug 1, 2008,By Stan Luxenberg Can, say, an oil company, be considered an eco-responsible company? What about a company that caters to “non-married” lifestyles? Is that “socially responsible”? One man's virtuous stock is another man’s sinful stock.... Politically CorrectAug 1, 2008,David A. Geracioti Editor-In-Chief I used to think that socially responsible investing (SRI) was basically the politicization of investing. Our society has become so politicized these days,... Suddenly Stupid?Aug 1, 2008,By Stan Luxenberg Even great fund managers slump. Don’t sell; buy the dips... Legg’s Bill Miller Is Suddenly Stupid. Or Is He?Jul 11, 2008,By Stan Luxenberg Bloomberg.com is reporting today that the legendary fund manager Bill Miller has lost his touch. After 15 years of outperforming the S&P 500, Miller, the manager of the Legg Mason Value Trust (LMVTX), has slipped into a funk, and assets in the fund are in a steep decline.... Mutual Funds: Forever GiantsJul 1, 2008,Kristen French Mutual funds still account for a full 93 percent of investment assets in the U.S.... ETFs and Wirehouse Reps: Perfect TogetherJul 1, 2008,By Stan Luxenberg The growing acceptance of ETFs among wirehouse advisors demonstrates how far they have grown professionally. They’re not your stock jockeys of yore.... WHAT'S A 12B-1 FEE?Jun 1, 2008,By Stan Luxenberg For years, regulators have considered altering the 12b-1 fees imposed on mutual funds. But despite hearings and public debate, no new rules have appeared.... Pay It OutJun 1, 2008,By Stan Luxenberg Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from... Currency Plays For The Retail SetMay 1, 2008,By Stan Luxenberg Dodge & Cox is not famous for making dramatic contrarian moves. Instead, the company's funds have become popular by following cautious strategies, such... 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... THE FEVER FOR STRUCTURED PRODUCTSMar 1, 2008,BY BRIAN WARGO Long a Favorite of Investors in Europe, structured products are rapidly gaining popularity in the United States. Last year, $114 billion in structured... Power To The Propeller HeadsFeb 1, 2008,By Lisa A. Cohen Much has changed since Elliot Spitzer's efforts exploded the well-entrenched preferred list model for mutual fund distribution. Centralized home-office... Morningstar’s “Best Of 2007”: A Dubious Distinction?Jan 3, 2008,By John Churchill Financial research firm Morningstar announced today the three winners chosen as “Mutual Fund Managers of the Year.” But with many studies showing one year’s hot managers... Party Like It's 1999Dec 1, 2007,By Stan Luxenberg What are the chances that one of your funds will return 100 percent (or more) next year? Slim extremely slim. Funds rarely double in a 12-month period;... Mutual Funds The Wealthy PreferNov 1, 2007,John Churchill Hedge Funds, private equity and other investments may be an emerging playground for the rich, but mutual funds still have their place in the hearts of... 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 Everyman's AdvisorAug 1, 2007,By Kevin Burke Most financial advisors lust after rich people. Lust is perhaps an arresting choice of words, but it does accurately describe the intensity of desire... Small Fries, Big FlowsAug 1, 2007,Kevin Burke Here's a list of the fastest growing asset managers, based on percent change in AUM among firms with assets between $1 billion and $10 billion for the... The Ten to Watch '07Aug 1, 2007,By David A. Geracioti Creating lists such as this can be a notoriously capricious business. For starters, why only 10 people? Good question. But it forces a silly answer: The... The Looming Battle Over 12b-1 FeesAug 1, 2007,By Kristen French Don't panic yet, but in case you haven't heard, the SEC is taking a hard look at a major source of pay for reps: 12b-1 fees. Sure, the subject of 12b-1... Individual Advisors Now In The Crosshairs For Directed Brokerage PaymentsJul 11, 2007,By Kevin Burke First it was the firms, now it’s the brokers. The carnage from the mutual fund scandal continues as regulators have moved over from settlements with fund companies and brokerage houses for alleged trading and sales abuses and are now aiming their quiver at individual registered reps. ... Green Is GoodJul 1, 2007,By Christie Matheson Yes, it's easy to get sick of all this hype about the environmental movement. An Inconvenient Truth (whether you agree with its conclusions or not) won... Beat Your Fund ManagerJul 1, 2007,By Stan Luxenberg Even smart investors make foolish choices. In their search for hot returns, mutual fund shareholders often buy near the market peak. Then after experiencing... Fund Fees Sink to Lowest Level in 25 Years, but Why?Jun 20, 2007,By Kevin Burke Individual investors are paying less to own mutual fund shares, as fees and expenses have hit their lowest level in more than 25 years, according to research published Tuesday by the Investment Company Institute. In 2006, fund shareholders, on average, paid 107 basis points or 1.07 percent of assets in fees and expenses, including loads, which is four basis points lower than in 2005. Expense ratios on equity funds declined a combined 7 basis points during 2005 and 2006, the ICI says. If that rate of decline were to be sustained, stock fund investors would save roughly $4.6 billion a year.... Fidelity Bows to Pressure Over Support of Big OilJun 1, 2007,Kevin Burke Saving the world one issue at a time, Mia Farrow championed “Save Darfur,” and some big business listened.... 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? ... 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?... At Annual Confab, ICI Chairman Defends Mutual Funds’ Fees; Bogle Shakes His HeadMay 10, 2007,By Kevin Burke WASHINGTON, D.C. – Speaking at the Investment Company Institute’s general membership meeting here today, Chairman Martin Flanagan told attendees that legislators’ concerns over mutual fund fees, particularly in 401(k) plans, may be misplaced. Such remarks left Jack Bogle, the industry’s scold and founder of Vanguard, who was in the audience, shaking his head. ... More Millionaires Investing on Their Own, Study SaysMay 6, 2007,By Christina Mucciolo There are a lot of millionaires in the U.S.. More than ever, in fact, according to recent research published by London-based market research firm TNS. But are they turning to financial advisors for help? Well, yes, and no. ... Fund Shareholders to Advisors: We Need Ya’, Big GuyMay 3, 2007,By Kevin Burke If you’re a rep who sells mostly mutual funds, you may sometimes wonder whether you’re adding enough value to justify your fees... The Asset Management GameMay 1, 2007,James Jessee when an advisor decides to do business with a particular money manager. In other words, when performance is equal, an effective wholesaler can often break the tie.... |
Current Issue Promises Will Be BrokenBy Addison Wiggin Are you factoring future Social Security payments into your clients’ financial plans? Bad idea. advertisement
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