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The Motley Fool
August 24, 2007
Amanda B. Kish |
Fund Fees Under the Magnifying Glass Make sure you know how much you're paying for your fund.   |
Financial Planning
July 1, 2007
Marshall Eckblad |
Funds and Games Several regulatory issues are floating around the SEC. Will any of them get resolved? |
The Motley Fool
October 18, 2010
Dan Caplinger |
It's Time to Take Back Your $10 Billion Whether you think 12b-1 fees are bilking investors or a fair way to compensate financial professionals, the SEC needs your opinion. |
The Motley Fool
May 7, 2008
Selena Maranjian |
Time to Deep-Six 12b-1 Fees? Be on the lookout for these mutual fund fees, which do more harm than good. |
Registered Rep.
May 1, 2005
Stan Luxenberg |
Will 12b-1 Fees No Longer Be? The mutual fund fees known as 12b-1s have morphed into something few envisioned when the SEC created them 25 years ago. With regulators now poised to address that transformation, many reps are sweating about the future of a reliable income stream. |
Investment Advisor
April 2008
Melanie Waddell |
12b-1 Headed for an Overhaul After nearly a year of silence, the SEC has decided to revamp 12b-1. |
Financial Planning
October 2, 2007
Jeff Auld |
Save 12b-1 Fees Independent reps and smaller clients will suffer if the SEC decides to cut this form of compensation. |
The Motley Fool
September 6, 2006
Dan Caplinger |
Fend Off Fund Fees Here are tips on how to avoid unnecessary mutual fund fees and keep the money for yourself. |
Investment Advisor
August 2007
Melanie Waddell |
Will 12b-1 Fees Survive? Will the securities and Exchange Commission repeal 12b-1 fees? It depends on whom you ask, but SEC Chairman Christopher Cox has vowed to either repeal or revamp the Commission's 12b-1 rule by year-end. |
The Motley Fool
July 28, 2010
Selena Maranjian |
The Amazing Disappearing, Reappearing Fund Fee A fee by any other name will still cost just as much. |
The Motley Fool
April 19, 2004
Selena Maranjian |
Mutual Fund Fees Explained Ignore a fund's fees and your net worth may suffer. |
The Motley Fool
February 4, 2004
Selena Maranjian |
Mutual Funds and 12b-1 Fees Are you paying counterproductive fees? |
Financial Planning
April 1, 2005
Jennifer A. Liptow |
White Paper A report finds that financial advisers are reaping the benefits of the increasing dollars flowing into mutual funds via 12b-1 fees. |
Registered Rep.
July 20, 2007
Christina Mucciolo |
SIFMA Says Keep the 12b-1 Fees, Ad Infinitum The securities industry is fighting tooth and nail to save 12b-1 fees, which it says are a necessary part of doing business. |
Registered Rep.
January 16, 2013
Stan Luxenberg |
The Rise and Fall of Load Funds All hail no loads and ETFs! Will the move away from loads and commissions continue? Yes, says Avi Nachmany, research director of Strategic Insight. "The old commission business is fast disappearing," says Nachmany. |
The Motley Fool
May 8, 2007
John Rosevear |
Are Advisor-Sold Funds Ever Worth It? In an era when anyone can get market-level performance with a few minutes' effort by buying an index fund from somewhere like Vanguard or T. Rowe Price, advisor-sold funds are harder to justify than ever. |
The Motley Fool
April 18, 2007
Amanda B. Kish |
The SEC Gets It Right The agency revisits governance rules and fees for mutual funds. |
The Motley Fool
October 27, 2004 |
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings. |
Financial Planning
July 2, 2007 |
Letters to the Editor Readers sound off on the 12b-1 debate and a MIPY investing strategy. |
The Motley Fool
October 15, 2010
Bill Barker |
Why We Oppose 12b-1 Fees This little sales charge doesn't benefit existing shareholders, is insufficiently transparent, and the SEC has a new proposal to limit that fee. |
Investment Advisor
October 2010 |
The Future of 12b-1 Fees The Financial Services Institute offers up a good primer on proposed changes to 12b-1 rules. |
The Motley Fool
June 20, 2007
Dan Caplinger |
The $12 Billion Problem It's time to stop a hidden fund fee. No one is arguing that financial professionals don't deserve to get paid for their work. But there are big problems with using 12b-1 fees to do it. |
The Motley Fool
November 15, 2010
Dan Caplinger |
Stop This Dumb Fee Once and for All 12b-1 fees are a relic of a dying breed of mutual funds. |
Registered Rep.
September 1, 2004
Will Leitch |
Directed Brokerage Goes Down for the Count The first target has been hit: Directed brokerage is no more, and 12b-1 fees might be in more danger than had been thought. |
BusinessWeek
May 2, 2005
Adrienne Carter |
Mutual Funds: Why Fees Still Defy Gravity Investors are seeking answers about why annual fees are assessed when fund company assets have increased. Now regulators want to know, too. |
Registered Rep.
August 18, 2004
Will Leitch |
SEC Unanimously Votes to Ban Directed Brokerage The 5-0 vote surprised few. Perhaps more worrisome was the call for comment on overhauling or banning outright 12b-1 fees, which were described as disguised commissions. |
CFO
May 1, 2004
Roy Harris |
Raiding the Returns Hidden costs and high fees eat into 401(k) plan benefits. |
The Motley Fool
November 24, 2008
Dan Caplinger |
4 Fees You Don't Need to Pay In this era of competition among financial-services firms, you don't need to settle for excessive fees. |
The Motley Fool
May 12, 2005
Selena Maranjian |
Something Smells in Mutual Fund Land One good strategy for mutual fund investors, given the state of expense fees these days, is to make sure you're investing in top-notch funds. Anything less will mean that the fees eat up a greater percentage of the total return. |
Financial Advisor
May 2004
Alan Lavine |
Dramatic Changes Loom For Mutual Fund, Annuities Sales Proposed disclosure rules could hurt level-load sales. |
The Motley Fool
May 15, 2008
Dan Caplinger |
Don't Pay Your Broker for Free Funds No-load funds don't cost a dime to buy -- except from some brokers. |
Registered Rep.
June 20, 2007
Kevin Burke |
Fund Fees Sink to Lowest Level in 25 Years, but Why? Is it the result of investor preference for lower-cost funds, increased competition among fund companies -- or fallout from the fund trading scandal? |
Financial Advisor
November 2010
Marshall J. Cobb |
Lifting The Revenue-Sharing Fog Regulatory and legislative actions currently being pondered will dramatically alter revenue-sharing practices in 401(k) plans. |
Registered Rep.
August 1, 2004
Will Leitch |
The Reformation When the scandal craze that has gripped the securities industry first began two years ago, few in the industry recognized how deep it might go. |
Registered Rep.
April 1, 2006
Kristen French |
Your Fees Under the Regulator Microscope Financial advisors had better be able to justify their fees, because regulators have been busy examining fees charged to retail clients. |
The Motley Fool
November 9, 2007
Selena Maranjian |
Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders. |
On Wall Street
June 1, 2011
Tom Roseen |
Performance Drags: A Curse To Wealth Accumulation Loads, expenses and taxes can have a significant impact on fund returns over the long haul. |
BusinessWeek
September 22, 2003
Der Hovanesian et al. |
How to Fix the Mutual Funds Mess Hidden fees, lax boards, and now scandal. Here's what has to be done. |
Financial Planning
July 1, 2013
Patrick Sweeny |
How to Talk About Your Fees Clients deserve straight answers on the ways they pay for your services. |
Registered Rep.
April 1, 2005
Luxenberg & French |
A Pile of Reasons Regulators and broker/dealer management have gone overboard with mutual fund disclosure. Take the case of the B-share class of mutual funds. |
Financial Advisor
October 2006
Thomas M. Kostigen |
Discrimination, Or Keeping It Simple? Schwab boots funds that have cheaper share classes elsewhere. |
BusinessWeek
January 19, 2004
Borrus & Dwyer |
How To Crack Down On Mutual-Fund Fees The SEC should require uniform cost disclosure. |
The Motley Fool
September 3, 2008
Selena Maranjian |
This Fund Charges What? Pay attention to the expense ratios of your funds, or pay too much. |
Inc.
April 2008 |
Figuring Out the Fees Don't believe it if an adviser says his services cost nothing - you're paying for it, one way or another. Here's a breakdown of the fees to watch for. |
Registered Rep.
December 1, 2006 |
Correction The expense ratios of the lifecycle funds cited in "Spinning Their Wheels" (October 2006) represented gross expense ratios and not the net expense ratios that are normally used when examining fund fees. |
Investment Advisor
May 2010
Melanie Waddell |
Schapiro Speaks on Fiduciary, 12b-1s In an exclusive interview, the SEC Chairman speaks her mind. |
Entrepreneur
October 2009
Rosalind Resnick |
Conquering Your Fear of Fees Savvy investors know to read the fine print about money-management charges. |
The Motley Fool
August 26, 2008
Dan Caplinger |
Is Your Broker Robbing You Blind? With many advisors charging fees based on assets under management, there's always a possibility that your advisor will recommend commission-generating investments that aren't the best for you. Although it looks innocent, that amounts to outright theft. |
The Motley Fool
March 29, 2010
Jordan DiPietro |
Don't Say You Weren't Warned Avoid actively managed mutual funds and invest in individual stocks instead. |
Registered Rep.
May 1, 2004 |
Arbitrary Decisions Q & A on work-related ethical quandaries for the investment professional. |
