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Registered Rep. March 1, 2005 Chris O'Leary |
The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises. |
Registered Rep. January 1, 2006 Kevin Burke |
Balancing Act Part of the fallout from the regulatory onslaught of the past three years has been a drastic overhaul in how mutual funds are sold. Heading into 2006, the money-management business is entering a new era of price competition and consolidation. |
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. |
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. |
Financial Advisor November 2003 Leola Ross |
Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management. |
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 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. |
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. |
Registered Rep. February 1, 2006 Brad Zigler |
Getting What You Pay For A risk consultant and finance professor has concluded that hedge funds are actually cheaper than has commonly been supposed and that mutual funds are more expensive than most have believed. |
The Motley Fool November 25, 2009 Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
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 September 6, 2006 Dan Caplinger |
Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees. |
The Motley Fool April 23, 2009 Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. |
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. |
The Motley Fool February 4, 2004 Selena Maranjian |
Mutual Funds and 12b-1 Fees Are you paying counterproductive fees? |
The Motley Fool June 27, 2007 Amanda B. Kish |
The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds. |
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 March 2008 |
The Retirement Challenge Letters to the Editor: "Which QDIA is Best?"... "The Compensation Food Chain"... |
The Motley Fool April 19, 2004 Selena Maranjian |
Mutual Fund Fees Explained Ignore a fund's fees and your net worth may suffer. |
Entrepreneur October 2009 Rosalind Resnick |
Conquering Your Fear of Fees Savvy investors know to read the fine print about money-management charges. |
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. |
The Motley Fool February 24, 2010 Selena Maranjian |
Saving for College Just Got Cheaper Lower-priced 529 plans help you save for college more effectively. |
The Motley Fool January 18, 2005 Shannon Zimmerman |
You're Paying How Much? With mutual funds, you usually get what you don't pay for. |
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. |
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 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. |
Financial Advisor October 2011 Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
BusinessWeek September 6, 2004 Lewis Braham |
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. |
Financial Advisor March 2006 Brad Zigler |
What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface. |
Financial Advisor October 2006 Marla Brill |
Quant With A Conscience For Bridgeway Funds founder John Montgomery, investing is about more than money. |
The Motley Fool June 7, 2010 Dan Caplinger |
The Best Way to Win With Mutual Funds Are fund companies themselves a better bet than their funds? |
The Motley Fool October 27, 2011 Selena Maranjian |
Mutual Funds That Are in the Closet Are No Bargain Make sure you're not severely overpaying for your funds. The problem is closet-indexing, which happens when a fund has too much in common with the S&P 500 index of 500 of America's biggest companies, or with some other index that serves as its benchmark. |
Financial Advisor March 2005 Cohen & Overgard |
So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor. |
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. |
Financial Planning July 1, 2013 Bob Veres |
How to Fix the AUM Fee Model Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others. |
The Motley Fool September 11, 2006 Zoe Van Schyndel |
Hedge Fund Wannabes If you have champagne tastes but a beer budget, hybrid mutual funds can represent a practical way to get hedge-fund-like exposure. Templeton Global Long-Short... Diamond Hill Focus Long/Short... Hussman Strategic Growth... |
The Motley Fool October 31, 2006 Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
The Motley Fool October 27, 2004 |
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings. |
Investment Advisor April 2008 |
The Writer Couldn't Be More Wrong Letters to the Editor: Performance-based compensation for investment advisors... Is there a lack of qualified advisors?... |
The Motley Fool March 12, 2010 Amanda B. Kish |
Must-Read Mutual Fund News Fund news: A new goodbye at T. Rowe... Pay for performance... The bull market -- one year later... |
The Motley Fool April 28, 2009 Selena Maranjian |
The Fool Doffs Its Cap to an Investor Advocate You may not have heard of him, but Louis Lowenstein spent many years annoying the elite of Wall Street on our behalf by speaking out against problems he saw in our financial systems. Lowenstein died earlier this month. |
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 November 28, 2006 Mary Dalrymple |
College Savings Math It's certainly not getting any cheaper to send the kids to college, but there's some good news for parents trying to build a college savings account. The expenses charged by state-sponsored 529 college savings plans have been falling. |
The Motley Fool May 4, 2011 Chuck Saletta |
Keep More of Your Hard-Earned Money Minimize the friction costs from your stock and fund investments |
The Motley Fool March 27, 2008 Sham Gad |
What's Your Investment Manager Worth? Finding the investment manager who suits your investment profile requires worthwhile effort. Don't pay if you're not getting good value. |
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 August 26, 2004 Robert Brokamp |
My Fund Manager Ate My Retirement! How much of your investment is consumed by your mutual fund's expenses? |
BusinessWeek January 19, 2004 Borrus & Dwyer |
How To Crack Down On Mutual-Fund Fees The SEC should require uniform cost disclosure. |
BusinessWeek May 14, 2007 Goldstein & Rosenbush |
Hedge Fund Fees: The Pressure Builds As hedge fund performance weakens, some investors are seeking ways to cut expenses. |
The Motley Fool May 12, 2008 Selena Maranjian |
Fees Count in ETFs, Too Keep looking at fees in your funds and seek out low ones. A slightly lower fee can make a world of difference to your bottom line. |