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The Motley Fool August 27, 2008 Selena Maranjian	When Buying an Index Fund Is Stupid Not all index funds are created equal.
Financial Planning January 1, 2013 Allan S. Roth	ETF Fees Drop Amid Competitive Battle In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically.
Financial Advisor July 2012 Tom Lydon	In The ETF Price War, Investors Win Advisors have many options for helping clients save on fees.
The Motley Fool May 19, 2009 Selena Maranjian	Schwab Gets Competitive Both the company and its customers can profit from this index fund revamp.
Financial Advisor July 2011 Marla Brill	Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players.
The Motley Fool June 20, 2008 Selena Maranjian	Make Money Despite Higher Fees A low fee isn't everything.
Investment Advisor December 2009 James J. Green	Schwab Ups the Ante on ETFs Rolls out eight of its own funds, featuring very low expenses and free trading.
The Motley Fool May 20, 2010 Dan Caplinger	Make the Most of Free Schwab ETFs Can the first discount broker stand up to its competition?
Investment Advisor June 2006	Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc.
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.
On Wall Street October 1, 2012 Dave Lindorff	Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.
Investment Advisor February 2010 James J. Green	Schwab Keeps Up the Price Pressure Cuts equity commissions to $8.95 per trade; rolls out more commission-free ETFs.
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.
Financial Advisor June 2005 Jim Wiandt	When Less Means More Index fund fee war kicks off in earnest as actively managed fees rise.
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
Registered Rep. October 1, 2005 Kristen French	Ducking the VA Storm Raymond James outlined plans to cut fees and commissions, and remove some conflicts of interest in variable annuity marketing. The broker/dealer has notified insurers that if they wish to sell on its platform they must adhere to new design requirements.
Investment Advisor September 2006 Kathleen M. McBride	B/d Briefing: Raymond James Gets Results In the continuing evolution of the investment industry, one consistent trend has been the gradual reduction in fees. Could lower costs be next for variable annuities?
Financial Advisor October 2006 Thomas M. Kostigen	Discrimination, Or Keeping It Simple? Schwab boots funds that have cheaper share classes elsewhere.
Investment Advisor March 2007 Kara P. Stapleton	March 2007 Charles Schwab has launched Schwab Advisor Portfolio... Vanguard has filed with the SEC to offer exchange traded shares... A new level of membership launched at myStockOptions.com... etc.
The Motley Fool January 9, 2004	Alternatives to Index Funds Is it cheaper to choose exchange-traded funds over traditional index funds?
The Motley Fool November 4, 2009 Dan Caplinger	This Will Change the Way You Invest Charles Schwab is preparing to offer ETFs in a way that few have seen before: free of charge.
BusinessWeek October 21, 2010 Christopher Condon	Vanguard Outdraws BlackRock and State Street Vanguard's ETFs, with their low fees, are taking business from the ETF leaders.
Financial Planning May 1, 2011 Donald Jay Korn	Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill.
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.
Financial Planning March 1, 2013 Joseph Lisanti	As ETF Fees Drop, New Issues to Consider Expense cuts and other factors have advisors recalculating which funds have the best payoff for clients.
The Motley Fool July 30, 2007 Amanda B. Kish	The Key to ETF Success As firms such as Vanguard and Barclays continue to duke it out for dominance in the ETF arena, costs will likely continue to fall across the board. That should be a good thing -- for both investors and the ETF market in general.
The Motley Fool February 3, 2010 Dan Caplinger	The Answer You've Been Waiting For Back in November, Charles Schwab announced that it would introduce exchange-traded funds of its own. Fidelity answers Schwab with an even better deal for investors.
The Motley Fool September 9, 2004 Rick Aristotle Munarriz	Index Fund Fire Sale Index funds are lowering their fees, and you are the winner.
The Motley Fool June 15, 2010 Dan Caplinger	Who Will Win This Race to the Bottom? As ETFs get cheaper, you win. After three major brokerages have come out with offers allowing their customers to trade certain ETFs on a commission-free basis, now Charles Schwab has fired another salvo hitting another hot-button issue: fund expenses.
Investment Advisor April 2010 James J. Green	Annuity Sales Increase Reports released by the Insured Retirement Institute found that the sales of both fixed and variable annuities continued to recover in the fourth quarter of 2009.
Registered Rep. July 23, 2010 Brad Zigler	An ETF Commission War Is Brewing There's something afoot in the ETF space that's going to challenge reps and advisors to create value-for-money propositions for their services.
On Wall Street August 1, 2012 Sasha Franger	An Easier Way to Track Mutual Funds' Expense Ratio Each year Lipper produces its "Quick Guide to Fund Expenses." The report consists of a single table displaying the asset-weighted average and average total expense ratios by load-type, fund type, and Lipper classifications/objectives.
Financial Advisor November 2011 Alan Lavine	Finding A Floor Annuities gain traction in a world of low returns.
Registered Rep. June 25, 2010 Jerry Gleeson	Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund.
The Motley Fool December 8, 2004 Shannon Zimmerman	ETFs and Falling Fund Fees The pricing pressure from ETFs is good news for index investors. But don't forget the brokerage fees.
The Motley Fool September 15, 2010 Dan Caplinger	6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs.
Financial Advisor March 2011 Alan Lavine	Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs.
Financial Advisor July 2004	Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc.
Financial Planning August 1, 2007 Donald Jay Korn	Lean Cuisine Lower-cost variable annuities can be a key ingredient in your financial advisory client's retirement recipe.
The Motley Fool February 18, 2011 Dan Caplinger	Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move?
BusinessWeek April 19, 2004 Tergesen & Young	Index Funds Aren't All Equal High costs and managers who hold cash too long -- or pay inflated commissions -- can shave returns. So it pays to compare
Registered Rep. June 1, 2008 Stan Luxenberg	Pay It Out Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from their investments?
Financial Advisor May 2010 Alan Lavine	Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework.
Registered Rep. December 1, 2005 Stan Luxenberg	Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.
Financial Advisor September 2006 Frank O'Connor	An Expensive Guarantee? Guaranteed Minimum Withdrawal Benefit (GMWB) features in variable annuities have grown steadily in popularity since first introduced in 2002. But financial advisors need to know if this feature is really worth the cost.
Financial Advisor January 2011	Advisor Emporium New financial products: Altegris Offers Actively Managed Futures... College Planning Tool Available... Securian Partners With 401(k) Advisors... Jackson Introduces LifeGuard Freedom Flex... ETF Securities Offers Combined Metals... more...
Financial Advisor July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
Financial Planning February 1, 2007 Donald Jay Korn	New-Wave Annuities From reduced-risk participation in the stock market to longevity insurance, financial planners have an expanding array of annuities to meet client needs.
Financial Planning February 1, 2005 Donald Jay Korn	All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities?
The Motley Fool February 11, 2008 Mary Dalrymple	Buy the Market -- Cheap! Index funds perform as efficiently as possible by replicating the market's performance for the lowest possible expense.