Scott Maclise is a mutual fund wholesaler's dream. Maclise, of LPL Financial in San Rafael, Calif., writes $4 million worth of fund sales each year. Eager to curry favor, fund wholesalers have offered Maclise sun-drenched getaways and rounds of...
To measure Janus Mercury's fortunes in newspaper column inches is to believe the fund is a disaster. An aggressive growth specialist, Mercury suffered big losses in 2000 and 2001. That was followed by New York State Attorney General Eliot Spitzer...
Say what you will about mutual fund companies, but one thing they are good at is paying attention to the mood of the investing public. Back in the 1990s when folks wanted to get in on the tech boom, the industry created hundreds of tech funds. Now...
When the bull market was hot, so were index funds. The Vanguard 500 Index Fund even eclipsed Magellan as the largest mutual fund in the country, and other index funds dominated their actively managed peers as well. Nevertheless, nearly three years...
It has never been hard to convince parents and grandparents that they should put some money into the market now so that when that adorable little bundle from heaven is ready to get his first tattoo and body-piercing, the money will be there for...
A 19th century economic philosophy known as utilitarianism preached the virtue of trying to deliver the greatest amount of happiness to the largest number of people. Even if the idea were still widely followed today, it wouldn't describe what...
NREI is pleased to present its fourth annual listing of the top lending sources for multifamily project financing and refinancing. If your company is not listed, but you feel it should be next year, please contact Listings Editor John Mason at ...
Instead of lowering fees, asset managers are teaming up to provide creative offerings to investors.