The Magic Metric
Sep 01, 2007
For decades, investors and academics alike have sought the magic bullet, the one data point that would predict the future performance of mutual funds. Hundreds of studies looked at a variety of variables including past performance, expense ratio...
ETF Confusion
Sep 01, 2007
As the popularity of exchange-traded funds (ETFs) grows, financial advisors are increasingly pressed to separate the wheat from the chaff, the meat from the gristle, the men from the boys or whatever other stale clich comes to mind. Industry...
Travels In Richistan
Sep 01, 2007
It sure is a great time to be a financial advisor. Consider this: Since 1995, the number of millionaire households in the U.S. has more than doubled. Never before had so many Americans become so rich, so quickly, writes Robert Frank in his new...
Protect Your Clients' Homes
Sep 01, 2007
For most Americans, the most important asset class is not the stock portfolio, it's the house. No wonder some homeowners are getting a bit nervous. The sub-prime mortgage fiasco is forcing up the cost of money, particularly on jumbo mortgages...
Lending Mess Just a Strain on Returns For Most Advisors
Aug 17, 2007
Subprime loans, margin lending, hedge fund collapses—for a majority of advisors the storm is still outside their clients’ portfolios.
The Everyman's Advisor
Aug 01, 2007
Most financial advisors lust after rich people. Lust is perhaps an arresting choice of words, but it does accurately describe the intensity of desire an advisor suddenly feels when a liquid millionaire is referred to him. This is precisely what...
Keep On Trackin'
Aug 01, 2007
Exchange-traded notes (ETNs) are hot. That's right, ETNs that's no typo. Do not confuse ETNs with their cousins, exchange-traded funds (ETFs), which because of their low cost and tax efficiency have become the financial world's iPod equivalent...
Small Fries, Big Flows
Aug 01, 2007
Here's a list of the fastest growing asset managers, based on percent change in AUM among firms with assets between $1 billion and $10 billion for the 12-month period ending April 2007. Topping the list is Kinetics Asset Management, which is...
The Looming Battle Over 12b-1 Fees
Aug 01, 2007
Don't panic yet, but in case you haven't heard, the SEC is taking a hard look at a major source of pay for reps: 12b-1 fees. Sure, the subject of 12b-1 reform has been bandied about for more than a decade. But SEC director of investment management...
The Ten to Watch '07
Aug 01, 2007
Creating lists such as this can be a notoriously capricious business. For starters, why only 10 people? Good question. But it forces a silly answer: The number 10 is a good number simple as that. Yes, it's somewhat arbitrary, but the object is to...
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