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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. |
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 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. 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 July 28, 2010 Selena Maranjian |
The Amazing Disappearing, Reappearing Fund Fee A fee by any other name will still cost just as much. |
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 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. |
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 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 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 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. |
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. |
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. |
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. |
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 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 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 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 Advisor April 2004 Gregory Bresiger |
Fund Industry Dilemma: Who Pays The Bills? A new bill calls for the elimination of 12b-1 fees. |
AskMen.com Jeff Wuorio |
Loaded Mutual Funds Never, ever buy a mutual fund that charges a load. |
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. |
The Motley Fool October 27, 2004 |
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings. |
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 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. |
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. |
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. |
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 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. |
The Motley Fool May 27, 2009 Dan Caplinger |
The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments. |
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 February 3, 2010 Amanda B. Kish |
This May Save the Mutual Fund Industry Finally, investment advisors are wising up. An ongoing change in how many financial advisors get paid is having broad implications for the business. |
The Motley Fool October 20, 2009 Selena Maranjian |
Save Yourself $2,250 Beware of loaded mutual funds. |
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. |
Registered Rep. August 18, 2004 Will Leitch |
SEC Unanimously Votes to Ban Directed Brokerage The 5-0 vote surprised few. Perhaps more worrisome was the call for comment on overhauling or banning outright 12b-1 fees, which were described as disguised commissions. |
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. |
Registered Rep. September 1, 2004 Will Leitch |
Directed Brokerage Goes Down for the Count The first target has been hit: Directed brokerage is no more, and 12b-1 fees might be in more danger than had been thought. |
Financial Planning July 1, 2007 Marshall Eckblad |
Funds and Games Several regulatory issues are floating around the SEC. Will any of them get resolved? |
Financial Advisor October 2006 Thomas M. Kostigen |
Discrimination, Or Keeping It Simple? Schwab boots funds that have cheaper share classes elsewhere. |
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 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 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. |
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 February 4, 2004 Selena Maranjian |
Mutual Funds and 12b-1 Fees Are you paying counterproductive fees? |
Financial Planning July 1, 2013 Patrick Sweeny |
How to Talk About Your Fees Clients deserve straight answers on the ways they pay for your services. |
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. |
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 June 26, 2009 Selena Maranjian |
Mutual Funds Are Finally Un-Loading Look for lower fees from funds in the future. |
The Motley Fool April 18, 2007 Amanda B. Kish |
The SEC Gets It Right The agency revisits governance rules and fees for mutual funds. |
Financial Advisor May 2005 Raymond Fazzi |
Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds. |
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. |