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Financial Planning
March 1, 2005
Kristen French |
To B or Not to B Once-popular B shares have seen their sales dwindle since 2001--and may soon be extinct completely.   |
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. |
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. |
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
October 27, 2004 |
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings. |
The Motley Fool
January 4, 2010
Selena Maranjian |
Say Goodbye to Class-B Mutual Funds Class B never served you well. Now they don't serve Wall Street, either. |
The Motley Fool
June 14, 2010
Amanda B. Kish |
Say Goodbye to This Investment Ultimately, it's a good thing for investors that Class B shares are falling by the wayside. In the meantime, invest in the best load funds strategically, including buying within their qualified retirement plans, if available, to avoid paying the loads. |
Registered Rep.
January 1, 2005 |
Blotter John Van, head of Murphy Van Securities, was barred from the industry... The NASD fined 29 firms a total of $9.2 million for late reporting... The NASD's mutual fund task force released its initial report... |
Registered Rep.
July 1, 2006
Kristen French |
Loading up on No Loads No-load funds continued to attract the bulk of new cash in 2005, according to data recently released. |
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. |
Financial Advisor
December 2009
Roy Diliberto |
Aligning Your Compensation With Your Services The compensation model advisors choose depends on their service proposition. |
Registered Rep.
March 1, 2007 |
The Process How can an advisor be sure to find a new independent b/d that is the right fit? With so many firms to choose from, how can a rep begin to narrow down his search? |
U.S. Banker
February 2010
Matt Ackermann |
The Rise of the Megafund With more banks expected to shed fund units to raise capital, deep-pocketed investment managers are poised to get even bigger. |
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. |
Financial Advisor
January 2004
Tracey Longo |
Reversal Of Fortune Independent brokerage firms experienced a turnaround in 2003. |
The Motley Fool
September 5, 2007
Dan Caplinger |
IPOs to Avoid If your broker offers you the chance to get in on the ground floor of a unit investment trust, be wary. For these IPOs, which combine features of both mutual funds and ETFs, it usually pays to wait, and think. |
Salon.com
June 13, 2000
Steve Bodow |
The great mutual fund rip-off Millions sink money into them, but do you really know what your fund manager is up to? |
The Motley Fool
September 18, 2007
Selena Maranjian |
Funds Are Getting Loaded There's an alarming new trend among mutual fund companies: They're phasing out many or all of their no-load mutual funds. Are these mutual fund worries reasonable or overblown? A little of both. |
Registered Rep.
August 1, 2006 |
Comings & Goings Janus Capital Group has made Eric Hargens, former executive at Van Kampen Funds, its divisional sales manager... Merrill Lynch signed on 12 Piper Jaffray advisors... etc. |
Registered Rep.
May 1, 2004
Ilana Polyak |
The Silent Strong Type American Funds tops the list of best-selling funds groups. |
Registered Rep.
April 1, 2008 |
Meet the Indies Choosing an independent broker/dealer to join isn't easy. We speak with five heads of independent broker/dealers about their businesses, an why you should join them. |
Investment Advisor
March 2009
Kara P. Stapleton |
Upgrades New products and programs. |
Investment Advisor
April 2009
James J. Green |
B/D Briefing: It's Time for More Clients LPL Financial Services launched on January 30 a client referral program that the broker/dealer calls ClientsFirst. |
