MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Advisor
January 2005
Alan Lavine
Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself. mark for My Articles similar articles
Registered Rep.
January 1, 2005
Stan Luxenberg
Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients. mark for My Articles similar articles
BusinessWeek
June 13, 2005
Lauren Young
Report Cards On Governance Morningstar and ISS both give grades on corporate governance, but their rating systems differ widely. mark for My Articles similar articles
BusinessWeek
April 3, 2006
An Acid Test for Boards Institutional Shareholder Services is making financial performance a metric for supporting directors' reelection. mark for My Articles similar articles
Registered Rep.
March 29, 2011
Diana Britton
Morningstar: Pick Funds that Regard Investors as Partners Fund companies that regard their investors more like partners than "other people's money" are more likely to deliver good risk-adjusted returns and have higher survivorship rates. mark for My Articles similar articles
Knowledge@Wharton Shareholder Rights and Corporate Performance Corporate boards have long adopted techniques to stave off hostile takeovers. Shareholders' organizations have generally decried such techniques. So far, the research indicates the shareholders' groups have it right... mark for My Articles similar articles
Financial Planning
July 1, 2012
Allan S. Roth
Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors. mark for My Articles similar articles
The Motley Fool
July 2, 2010
Alyce Lomax
Shareholders, Stop Slacking Off! Responsibility shouldn't be a revolutionary idea. Many U.S. investors have exhibited ongoing apathy about the workings of the companies in which they invest. mark for My Articles similar articles
Financial Planning
October 1, 2005
Craig L. Israelsen
Making the Grade Does Morningstar's new stewardship ranking of a fund's ethics correlate with good performance? mark for My Articles similar articles
Financial Advisor
June 2008
Mary Rowland
Tough Lessons Ahead For ETFs An interview with Don Phillips, managing director of Morningstar, on what's happening with mutual funds. mark for My Articles similar articles
The Motley Fool
July 15, 2009
Chris Jones
Does Good Governance Make Great Stocks? Reemphasizing the importance of shareholder rights. mark for My Articles similar articles
The Motley Fool
September 12, 2005
Rich Duprey
S&P Ratings a Zero The credit rating agency ends its corporate governance evaluation service. Considering that it was up to the end user to decide whether to make S&P corporate governance score (CGS) ratings public, the ratings' value to the investing public was probably minimal. mark for My Articles similar articles
The Motley Fool
April 7, 2009
Selena Maranjian
A Surprising Trait of Outperforming Funds When you study a fund, you might want to pay attention to the aspects of the fund that the researchers found matter the most: the quality of the board of directors, and its fees. mark for My Articles similar articles
The Motley Fool
July 28, 2008
Rich Duprey
When Good Isn't Good Enough A new study shows that good corporate governance scores don't really help predict trouble. mark for My Articles similar articles
The Motley Fool
June 14, 2011
Amanda B. Kish
A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world. mark for My Articles similar articles
CFO
August 1, 2006
Don Durfee
More Rules, Higher Profits? New research shows that good governance practices may reduce your cost of capital. mark for My Articles similar articles
The Motley Fool
April 23, 2010
Alyce Lomax
Institutional Failures It's high time that sleeping giants remember their stewardship role. Many large mutual funds don't take a leadership role in pushing back against corporate managements when it's necessary. mark for My Articles similar articles
Financial Advisor
September 2006
David L. Lawrence
A Fiduciary Practice For financial advisory firms, operational challenges come with offering advice. mark for My Articles similar articles
The Motley Fool
April 28, 2005
Selena Maranjian
Mutual Funds Pushing for Good Governance Many fund families are supporting reforms for corporate America. mark for My Articles similar articles
BusinessWeek
January 14, 2010
Lewis Braham
Fund Managers: Betting Their Own Money A Morningstar study shows that funds with manager investment may do better than their peers. But they remain a minority. mark for My Articles similar articles
BusinessWeek
October 18, 2004
Anne Tergesen
In Your Fund Manager On Your Side? Until recently, most investors asked just one thing of their mutual funds: red-hot returns. Now, in the wake of the trading scandals, investors are also looking for fund management they can trust. mark for My Articles similar articles
Financial Advisor
September 2012
Donald B. Trone
The Point Of Triangulation The coordinates of a higher professional standard of care include the point where leadership, stewardship and fiduciary governance intersect. mark for My Articles similar articles
Financial Planning
December 1, 2006
Elizabeth O'Brien
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. mark for My Articles similar articles
Financial Planning
February 1, 2010
Donald B. Trone
The Practical Fiduciary The steps required to create a fiduciary practice are similar to those of the financial planning process. Here's how to get started. mark for My Articles similar articles
Financial Planning
March 1, 2007
Craig L. Israelsen
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. mark for My Articles similar articles
The Motley Fool
November 23, 2011
Dan Caplinger
Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers. mark for My Articles similar articles
Registered Rep.
January 1, 2005
The Wrong Medicine? The SEC's requirement that mutual fund boards be stocked with more independent executives met with jeers when it was passed last year. Now, the raspberry blowers have some research to back up their disdain. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Ann Therese Palmer
Governance Alpha It sounds nice: Making money by investing in companies guided by enlightened executives. But do companies that play nicely really outperform those companies who are controlled by selfish and greedy executives? mark for My Articles similar articles
Financial Advisor
January 2008
Mary Rowland
Where The Oceans Of Knowledge Meet What the insurance industry needs is not more honest people but an objective evaluation service to keep more people honest. mark for My Articles similar articles
Investment Advisor
August 2010
Marlene Y. Satter
Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans. mark for My Articles similar articles
Financial Advisor
September 2012
Jeff Schlegel
Not Making The Grade Financial advisors aren't as fiduciary as they should be, a new survey finds. mark for My Articles similar articles
Financial Advisor
November 2003
Marla Brill
Advisors Divided Over Fund Scandals Some think they are isolated cases; others say their faith is being tested. mark for My Articles similar articles
Financial Planning
October 2, 2007
Michael Dubis
The Fiduciary Test As a financial planner, are you really on your clients' side? Ask yourself some of these tough questions. mark for My Articles similar articles
Investment Advisor
May 2010
Robert F. Keane
30 for 30 Interviews: John Bogle Vanguard founder John C. Bogle comments on how the mutual fund business has changed over thirty years. mark for My Articles similar articles
Real Estate Portfolio
Jul/Aug 2007
Charles Keenan
Pillars of Good Governance REIT corporate governance is among the best in the United States and boards across the industry remain highly focused on corporate performance and strategy. mark for My Articles similar articles
Investment Advisor
January 2008
Mike Patton
Shining a Light on Software Our intrepid advisor kicks the tires on four applications that pick and monitor clients' investments. Morningstar Principia... Advisor Workstation... etc. mark for My Articles similar articles
Financial Advisor
September 2008
Alan Lavine
Tenth Time Around When financial advisors make decisions, they are typically also reviewing tons of investment reports for ideas and insights. Each has his favorite sources for inspiration. mark for My Articles similar articles
Financial Advisor
March 2008
David Lawrence
A Higher Standard It is incumbent on all financial advisors to acknowledge their potential role as a fiduciary and act accordingly where and when applicable. So, that leads to a question of just what a fiduciary does during a typical day. mark for My Articles similar articles
Financial Planning
April 1, 2011
Donald B. Trone
Costly Decisions Many people think a fiduciary must select the lowest-cost service provider or lowest-priced basket of goods and services for clients. Not so. mark for My Articles similar articles
Investment Advisor
January 2010
Broker/Dealer News New developments from The Insured Retirement Institute, Morningstar, and Financial Research Corp.: Insured Retirement Institute praises Mary Shapiro... Morningstar's new credit ratings... New study from Financial Research Corp... mark for My Articles similar articles
BusinessWeek
May 17, 2004
Investors Fight Back From the Netherlands to South Korea, corporate boards are taking major steps to improve shareholder rights in the wake of financial scandals. mark for My Articles similar articles
Financial Advisor
July 2012
Donald B. Trone
The Fiduciary-Steward If federal efforts to subject more people to the fiduciary standard lower the bar, advisors who offer a higher level of care may call themselves fiduciary-stewards. mark for My Articles similar articles
Financial Planning
September 1, 2010
Trone & Harvey
Sweet Harmony Industry and regulators can feel comfortable that a fiduciary standard need not be cumbersome, but should, when properly crafted, significantly improve how investment decisions are prudently managed. mark for My Articles similar articles
Financial Advisor
September 2011
Frontline News Laboring Over A Fiduciary Standard... Advisory/Brokerage Industry Still Climbing Out Of Meltdown Wreckage... Compliance Hot Spots... etc. mark for My Articles similar articles
The Motley Fool
July 1, 2011
Alyce Lomax
When Companies Do the Right Thing Not every corporation fights its shareholders' requests. mark for My Articles similar articles
Reason
February 2009
Jon Entine
The Next Catastrophe Think Fannie Mae and Freddie Mac were a politicized financial disaster? Just wait until pension funds implode. mark for My Articles similar articles
Financial Planning
August 1, 2010
Donald B. Trone
Step Four: Implement In this segment in our series, we are examining the steps of a traditional investment management process and demonstrating how a principles-based fiduciary standard can be incorporated into the process. mark for My Articles similar articles
Investment Advisor
October 2006
Melanie Waddell
Catching up with... An interview with Tom Grzymala, a former RIA and Accredited Investment Fiduciary Auditor about ensuring those advisors who proffer advice are living up to fiduciary standards. mark for My Articles similar articles
Financial Advisor
March 2012
Donald B. Trone
Defining 'Fiduciary' In Three Dimensions It means different things to different advisors, depending on their registered status, experience and background. What is clear is the need to continue to build consensus around what the term means to the industry. mark for My Articles similar articles
Investment Advisor
November 2007
Upgrades iShares S&P California Municipal Bond and New York Municipal Bond funds from Barclays begin trading... Morningstar releases new Stewardship Grades for more than 1,000 mutual funds... Rydex launches ETF Essentials... etc. mark for My Articles similar articles