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Registered Rep.
October 1, 2006
Kevin Burke |
Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance.   |
Financial Advisor
October 2006
Tracey Longo |
Alive And Kicking Four small-cap managers talk about opportunities and challenges ahead. Whitney George, managing director and senior portfolio manager of Royce & Associates... Chris Cordaro, chief investment officer at RegentAtlantic Capital... etc. |
Financial Advisor
October 2006
Matt Hougan |
Making Lemonade From Lemons The time to actually do something about taxes is now. Swapping ETFs to harvest losses can make a lot of sense. Financial advisors, take note. |
Financial Advisor
October 2006
Thomas M. Kostigen |
Discrimination, Or Keeping It Simple? Schwab boots funds that have cheaper share classes elsewhere. |
Financial Advisor
October 2006
Marla Brill |
Quant With A Conscience For Bridgeway Funds founder John Montgomery, investing is about more than money. |
Financial Planning
October 1, 2006
Elizabeth O'Brien |
White Paper How Active Is Your Fund Manager? The number of funds that claim to be active, but are in fact passive, has increased significantly over the last two decades. |
Financial Planning
October 1, 2006
Lynn Hume |
The Bond Buyer A NASD hearing panel has censured and imposed a $5 million fine on American Fund Distributors for directing $98 million in brokerage commissions over three years to 50 broker-dealer firms in order to reward them for being top sellers of its funds. |
Financial Planning
October 1, 2006
Elizabeth O'Brien |
Rewiring Tech Walter Price has steered the Allianz RCM Technology Fund through the booms and busts of the industry. |
Financial Planning
October 1, 2006
Stephen Savage |
When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties. |
Financial Planning
October 1, 2006
Joshua M. Kaplan |
Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation. |
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