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Financial Advisor January 2005 Alan Lavine	Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself.
Registered Rep. March 29, 2011 Diana Britton	Morningstar: Pick Funds that Regard Investors as Partners Fund companies that regard their investors more like partners than "other people's money" are more likely to deliver good risk-adjusted returns and have higher survivorship rates.
Financial Advisor September 2012 Jeff Schlegel	Not Making The Grade Financial advisors aren't as fiduciary as they should be, a new survey finds.
Financial Advisor April 2005 Alan Lavine	How Corporate Governance Affects Performance Keep an eye on corporate, pension fund and mutual fund governance policies. How corporations and institutional fund portfolio managers exercise their fiduciary responsibilities may impact investment returns.
BusinessWeek January 14, 2010 Lewis Braham	Fund Managers: Betting Their Own Money A Morningstar study shows that funds with manager investment may do better than their peers. But they remain a minority.
BusinessWeek October 18, 2004 Anne Tergesen	In Your Fund Manager On Your Side? Until recently, most investors asked just one thing of their mutual funds: red-hot returns. Now, in the wake of the trading scandals, investors are also looking for fund management they can trust.
BusinessWeek June 13, 2005 Lauren Young	Report Cards On Governance Morningstar and ISS both give grades on corporate governance, but their rating systems differ widely.
Financial Planning July 1, 2012 Allan S. Roth	Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors.
Investment Advisor November 2007	Upgrades iShares S&P California Municipal Bond and New York Municipal Bond funds from Barclays begin trading... Morningstar releases new Stewardship Grades for more than 1,000 mutual funds... Rydex launches ETF Essentials... etc.
On Wall Street July 1, 2010 Frances A. McMorris	Confusion Reigns Among Wirehouse Advisors On The Fiduciary Issue With all the frenzy over the call for a universal fiduciary standard for all financial and investment advisors, it appears that those in the wirehouses don't really understand the debate.
Registered Rep. September 1, 2004 Stan Luxenberg	A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade.
Financial Advisor June 2008 Mary Rowland	Tough Lessons Ahead For ETFs An interview with Don Phillips, managing director of Morningstar, on what's happening with mutual funds.
Financial Planning October 1, 2005 Craig L. Israelsen	Making the Grade Does Morningstar's new stewardship ranking of a fund's ethics correlate with good performance?
Registered Rep. June 3, 2010 Kristen French	For Fiduciaries, Fee Monitoring Gets More Scrutiny Advisors who act as fiduciaries have to keep a closer watch over fees and expenses than ever before.
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 June 1, 2005 Suzanne McGee	The New Due Diligence As AIG takes its turn in the scandal spotlight, financial planners must gauge the real risk behind the headlines.
The Motley Fool April 7, 2009 Selena Maranjian	A Surprising Trait of Outperforming Funds When you study a fund, you might want to pay attention to the aspects of the fund that the researchers found matter the most: the quality of the board of directors, and its fees.
Registered Rep. May 1, 2004 Ilana Polyak	The Silent Strong Type American Funds tops the list of best-selling funds groups.
On Wall Street July 1, 2009 Helen Kearney	The 'F' Word Stirs Up Controversy Advisors who fall under the new fiduciary standard, namely investment advisors who run a fee-based business, must always put clients' interests before of their own.
Financial Advisor February 2004 Tracey Longo	Facing The Confidence Crisis How you can help clients deal with the mutual fund scandals.
Financial Advisor December 2004 Tracey Longo	The Doctor Is In Advisor Gregory Kasten, a former anesthesiologist, has built a rare fiduciary practice in the 401(k) market.
Financial Planning October 2, 2007 Michael Dubis	The Fiduciary Test As a financial planner, are you really on your clients' side? Ask yourself some of these tough questions.
Financial Advisor	Advisor Emporium Morningstar Launches Bond Rating System... Lord Abbett Launches Advisor Web Site... Sigma Financial Streamlines Case Planning... Fidelity Cuts College Savings Fees... Barclays Introduces Indian Fund... more...
Registered Rep. June 30, 2010 Christina Mucciolo	Clients, though Mostly Satisfied, in the Dark about FA Fees, Says Study Overall advisors and investors are still confused about what the advisors' fiduciary responsibility is exactly.
On Wall Street September 1, 2012 Elizabeth Wine	Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business.
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.
Financial Advisor April 2004 Gregory Bresiger	Fund Industry Dilemma: Who Pays The Bills? A new bill calls for the elimination of 12b-1 fees.
Registered Rep. June 16, 2011 Jerry Gleeson	Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.
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.
Registered Rep. July 1, 2006 Stan Luxenberg	B Is Not for Bad Class B mutual fund shares are under assault. Regulators have fined some advisors for recommending B shares when A shares, which offer so-called breakpoint discounts, would have been cheaper for clients.
The Motley Fool January 25, 2005 Josie Raney	Franklin Templeton Takes a Load Off A move to curb sales fees at one of the largest fund providers may be good news for investors, but load funds still scream buyer beware.
Registered Rep. July 6, 2006 Kevin Burke	Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar.
Investment Advisor March 2007 Kathleen M. McBride	From Morningstar, Select Stock Baskets Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services -- Managed Portfolios Select Stock Baskets.
Registered Rep. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
The Motley Fool June 20, 2008 Selena Maranjian	Make Money Despite Higher Fees A low fee isn't everything.
Registered Rep. August 19, 2009 Christina Mucciolo	Haggling Over The F Word Continues Regulators, consumer advocates and politicians continue to hammer out what it might mean for Series 65 investment advisors and series 7 registered reps to adhere to the new fiduciary standard.
Financial Advisor March 2012 Donald B. Trone	Defining 'Fiduciary' In Three Dimensions It means different things to different advisors, depending on their registered status, experience and background. What is clear is the need to continue to build consensus around what the term means to the industry.
Financial Advisor June 2007	Frontline News SEC Won't Appeal Court Decision... Fidelity Offering For RIAs... 12(b)-1 Fees, Advisors' Growing Role, Are Focus At ICI Fund Conference... etc.
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. April 3, 2012 Diana Britton	Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
Financial Advisor November 2003 Marla Brill	Advisors Divided Over Fund Scandals Some think they are isolated cases; others say their faith is being tested.
Financial Planning July 1, 2005 Bob Hirschfeld	News Regulatory investigations into Chicago-based mutual fund and stock research firm Morningstar don't seem to have affected its newly public stock.
Registered Rep. December 1, 2009 Stan Luxenberg	How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories.
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 Advisor June 2011 Bruce W. Fraser	Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it.
Financial Planning November 1, 2010 Trone & Harvey	The New Rules of the Road The following four regulatory reforms will likely have the most impact on the financial services industry over the next 24 months. Here's a short synopsis of what they will require.
Registered Rep. May 28, 2010 Jake Zamansky	Wall Street Will (Again) Kill The Passage of a Fiduciary Standard While the House financial reform bill includes a fiduciary standard for brokers in limited circumstances, I'm fairly certain history will repeat itself and the provision will mysteriously and entirely disappear when the House and Senate reconcile their respective bills.