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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 August 24, 2007 Amanda B. Kish |
Fund Fees Under the Magnifying Glass Make sure you know how much you're paying for your fund. |
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 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 July 28, 2010 Selena Maranjian |
The Amazing Disappearing, Reappearing Fund Fee A fee by any other name will still cost just as much. |
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. |
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. |
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. |
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 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. |
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 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. |
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. |
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. |
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. |
The Motley Fool February 4, 2004 Selena Maranjian |
Mutual Funds and 12b-1 Fees Are you paying counterproductive fees? |
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 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. |
Financial Planning July 1, 2008 Stacy Schultz |
Get Fees? Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they are getting above-average performance in return. |
The Motley Fool September 6, 2006 Dan Caplinger |
Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees. |
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 April 18, 2007 Amanda B. Kish |
The SEC Gets It Right The agency revisits governance rules and fees for mutual funds. |
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. |
Financial Advisor April 2004 Gregory Bresiger |
Fund Industry Dilemma: Who Pays The Bills? A new bill calls for the elimination of 12b-1 fees. |
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. |
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. |
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. |
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. |
AskMen.com Jeff Wuorio |
Loaded Mutual Funds Never, ever buy a mutual fund that charges a load. |
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. |
AskMen.com Ryan Ortega |
Invest On A Budget With a little planning and common sense, you can invest on a budget with very little money up front and, hopefully, a large payout in the end. |
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 December 1, 2006 Mary Dalrymple |
Frightening Fine Print Have you checked your 401(k) fees? What looks like a small difference could have big consequences. |
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 August 13, 2007 Dan Caplinger |
Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad. |
The Motley Fool June 23, 2008 Dayana Yochim |
Even Billionaires Sweat the Small Stuff When it comes to managing your finances, you, too, should sweat the small stuff -- the seemingly minuscule things that actually have monumental effects on your bottom line. |
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. 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. 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? |
The Motley Fool October 15, 2007 Dan Caplinger |
Put $174,000 Back in Your Pocket You're paying too much for mutual funds. When it comes to investing, every dollar counts. Yet too many investors are throwing money away unnecessarily. |
The Motley Fool October 20, 2009 Selena Maranjian |
Save Yourself $2,250 Beware of loaded mutual funds. |
The Motley Fool March 8, 2010 Selena Maranjian |
Save 5.75% With One Simple Step Sky-high sales loads have long driven us to steer clear of many otherwise impressive mutual funds. But as times change in the fund business, many of those onerous fees are disappearing for good. |
The Motley Fool March 18, 2004 |
Picking the Best Mutual Fund Past performance is what other investors earned. Current expenses are what you'll pay. |
The Motley Fool June 26, 2009 Selena Maranjian |
Mutual Funds Are Finally Un-Loading Look for lower fees from funds in the future. |
The Motley Fool July 29, 2004 Selena Maranjian |
Beware of Redemption Fees There's an almost-reasonable fee funds charge, but don't get caught by it. |
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 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. |
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. |
The Motley Fool January 13, 2004 Selena Maranjian |
The Fund Fee Fracas Are mutual fund fees too high? |
The Motley Fool March 9, 2007 Mary Dalrymple |
Fee, Fie, 401(k), Fum How much do you know about your 401(k) fees? |