Hedge Funds, private equity and other investments may be an emerging playground for the rich, but mutual funds still have their place in the hearts of the moneyed set. Of course, some funds get more love than others. According to the Luxury...
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...
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...
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...
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...
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...
First it was the firms, now it’s the brokers. The carnage from the mutual fund scandal continues as regulators have moved over from settlements with fund companies and brokerage houses for alleged trading and sales abuses and are now aiming...
Even smart investors make foolish choices. In their search for hot returns, mutual fund shareholders often buy near the market peak. Then after experiencing big losses, the same shareholders sell near the trough. One of the most notable examples...
Yes, it's easy to get sick of all this hype about the environmental movement. An Inconvenient Truth (whether you agree with its conclusions or not) won an Oscar; hottie celebs are driving hybrid automobiles; the press gushes about eco-related...
Individual investors are paying less to own mutual fund shares, as fees and expenses have hit their lowest level in more than 25 years, according to research published Tuesday by the Investment Company Institute. In 2006, fund shareholders, on...