Similar Articles |
|
Registered Rep. December 3, 2003 John Churchill |
Wealthy Investors Fleeing Mutual Funds A new report conducted before the current wave of scandals shows that wealthy clients have been steadily reducing their holdings in mutual funds for the past two years. |
HBS Working Knowledge December 1, 2003 |
Is This the Twilight Era for the Managed Mutual Fund? What is the answer to allegedly poor mutual fund governance practices? Can mutual fund directors, often responsible for dozens of funds in a fund family, be expected to exercise adequate oversight? Or must practices be corrected through added regulation? Or is the problem deeper than this? |
Registered Rep. November 3, 2003 Will Leitch |
Fund Scandal Implicates Stockbrokers The mutual fund trading scandals headlines seemed to implicate mutual fund family executives and hedge funds -- everybody but individual retail brokers and brokerage management. But a new survey by the SEC charges brokers with abusive trading of mutual funds. |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
The Motley Fool January 7, 2004 |
Beating the Market Can an actively managed mutual fund consistently post market-beating returns? |
Wall Street & Technology July 1, 2005 Maria Santos |
Investor Distrust According to a recent survey, less than one-third of U.S. households agree that their mutual fund companies can be trusted to advertise honestly, outperform their competitors or even do the right thing. |
The Motley Fool July 6, 2005 Tom Taulli |
Donaldson's Last Stand William Donaldson made his mark on the SEC -- up until his last day in office. Interestingly, even the U.S. Court of Appeals had concerns about the new mutual fund regulations. |
HBS Working Knowledge December 8, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? I am skeptical of the ability of fund managers to consistently beat the market... I believe that we have probably seen the beginning of the decline of the actively managed mutual fund... The mutual fund scandal will shift public trust towards index funds... etc. |
Registered Rep. February 22, 2005 Will Leitch |
SEC's Roye Out as Mutual Fund Head In a move that casts doubt on the future of mutual fund regulation, the SEC has announced that its chief mutual funds legislator, Paul Roye, will step down, effective immediately. |
Wall Street & Technology October 26, 2005 |
Costly Timing According to a report, compliance with the SEC's regulatory response to market timing abuses - Rule 22c-2 - will cost the mutual fund industry a total of $617.5 million over the next three years. |
Entrepreneur July 2004 Dian Vujovich |
Mutual Attraction Despite the headlines, mutual funds are still a good thing. |
HBS Working Knowledge December 15, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? Business leaders and managers who can't recognize public and investor trust as a fundamental requirement of their business should be fired or barred for life... As soon as I can beat the market on my own, I'm out of mutual funds... etc. |
Registered Rep. September 1, 2005 Stan Luxenberg |
Gray Matter When the mutual fund scandals broke in September 2003, New York Attorney General Eliot Spitzer and other politicians described the misdeeds in black-and-white terms. Now, two years into the legal actions, the matter is getting murkier. |
The Motley Fool January 13, 2004 Selena Maranjian |
The Fund Fee Fracas Are mutual fund fees too high? |
BusinessWeek October 20, 2003 Dwyer & Thornton |
Mutual Funds Feel The Heat Did they feed information to hedge funds, brokers, and others? |
Entrepreneur March 2004 Scott Bernard Nelson |
Do It Your Way Tailor your portfolio with separately managed accounts. |
The Motley Fool October 5, 2004 Selena Maranjian |
How Your Funds Are Voting Are your mutual funds doing the right thing? You can find out. |
CIO July 1, 2004 Elana Varon |
Mutual Benefits To regain investor confidence and improve the bottom line, the mutual fund industry needs to integrate transactions up and down the supply chain. |
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 December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
HBS Working Knowledge December 22, 2003 Jim Heskett |
Summing Up: Is This the Twilight Era for the Managed Mutual Fund? At one end of the spectrum are the feelings largely of investors. There is also a suggestion that the job of the money manager may change. Is the managed mutual fund worth saving? If so, what needs to be done? |
BusinessWeek June 26, 2006 Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
The Motley Fool June 25, 2004 Tim Beyers |
Fund Independence Day Yesterday, the Securities and Exchange Commission turned up the heat on the mutual fund industry by requiring that funds maintain a board of trustees that is at least 75% independent from management. |
The Motley Fool July 30, 2007 Amanda B. Kish |
Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look. |
The Motley Fool February 4, 2004 Selena Maranjian |
Mutual Funds and 12b-1 Fees Are you paying counterproductive fees? |
Financial Planning January 1, 2006 Steve Deutsch |
Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles. |
Registered Rep. January 1, 2005 |
The Wrong Medicine? The SEC's requirement that mutual fund boards be stocked with more independent executives met with jeers when it was passed last year. Now, the raspberry blowers have some research to back up their disdain. |
The Motley Fool October 16, 2006 Dan Caplinger |
Get More Than You Pay For Although open-end mutual funds make up the majority of all mutual funds available to investors, there's another type that acts much differently. Closed-end mutual funds, carry with it inefficiencies that astute investors can observe and use to their advantage. |
The Motley Fool December 8, 2005 Tom Taulli |
Fidelity Soft No More Payment via soft dollars is an age-old practice on Wall Street, but its days may be numbered. In fact, this week, Fidelity indicated that it will now pay for mutual fund research from Lehman Brothers. This is good for investors. |
Financial Advisor November 2003 Marla Brill |
Advisors Divided Over Fund Scandals Some think they are isolated cases; others say their faith is being tested. |
Registered Rep. April 1, 2004 John Churchill |
Congress Moving on Mutual Funds Since the mutual fund scandals broke six months ago, Congress has been largely hands-off with regards to reform efforts, but that is changing fast. |
Wall Street & Technology October 27, 2005 Eugene Gilerson |
Mutual Funds Wake-Up Call The developing new market landscape has made it clear that mutual fund families will have to take decisive technological actions to keep their share of the market and sustain profitability. |
Registered Rep. October 1, 2006 John Churchill |
Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. |
Registered Rep. May 3, 2007 Kevin Burke |
Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice. |
The Motley Fool July 15, 2008 Tom Hutchinson |
Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford. |
Registered Rep. August 8, 2005 Stan Luxenberg |
CIBC and the Murky Waters of Mutual Fund Enforcement When the mutual fund scandals broke in September 2003, New York Attorney General Eliot Spitzer and other politicians described the misdeeds in black-and-white terms. Now, two years into the legal actions, the saga has begun to appear murkier. |
Registered Rep. March 1, 2005 |
Fun Days for Funds No Kidding The market may have been flat for much of 2004, but it didn't affect investors' enthusiasm for mutual funds. |
Registered Rep. April 1, 2005 David A. Geracioti |
Gurus: The Watchdog An interview with investment manager and FundAlarm.com's founder on the formation of the mutual fund information Web site, who it serves and the viability of mutual funds. |
The Motley Fool January 20, 2006 Tom Taulli |
Washington Mutual Tries to Get Some Credit Buying credit card company Providian was a good move. But it's not good enough. A big part of the problem here is the flattening of the yield curve. Investors, take note. |
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. |
The Motley Fool June 8, 2004 Shannon Zimmerman |
The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform? |
Registered Rep. January 7, 2004 |
ICI Fires Back on Mutual Fund Fee Issue The Investment Company Institute has responded in kind to a recent study that found that mutual fund investors shoulder exorbitant management fees. |
BusinessWeek November 10, 2003 Dwyer & Borrus |
The Coming Mutual-Fund Reforms As mutual-fund abuses mount, regulators and lawmakers promise tough new rules. |
BusinessWeek November 10, 2003 Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
Financial Planning October 2, 2007 Elizabeth O'Brien |
Bookshelf Dump all your retail mutual funds! That's the message that Ric Edelman shouts in his book, The Lies About Money. |
The Motley Fool June 17, 2009 Dayana Yochim |
It's Time for Your Quarterly Cash Checkup Make sure your money is working hard and smart for your future. |
The Motley Fool October 11, 2006 |
On Funds and Meetings If you hold shares through a mutual fund, can you attend annual company meetings? |
The Motley Fool November 10, 2004 Selena Maranjian |
Privatized Social Security: Trouble for Funds? The possible plan may not be a mutual fund windfall. The greatest challenge may lie with the investors themselves. Most simply will not be equipped to manage their own retirement funds. |
Wall Street & Technology June 4, 2004 Jessica Pallay |
Fund Fixes Mutual funds are taking action to prepare for potential regulations on market timing, but there aren't any easy answers. |
CFO April 1, 2004 Roy Harris |
Malfeasance Insurance How companies are analyzing and adjusting their 401(k) plans due to the mutual fund scandals. |