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The Motley Fool
April 22, 2005
Selena Maranjian |
Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully.   |
Registered Rep.
August 1, 2003 |
Ten To Watch 2003 The members of our "Ten to Watch" list are among those saddled with having to manage in this tough environment. What makes this group different is that each member has proven influential enough to play some role in creating the securities industry's environment for the year to come. |
Investment Advisor
May 2010 |
Thirty for Thirty Our list of the 30 most influential individuals in and around the planning profession over the last three decades. |
BusinessWeek
June 26, 2006
Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
Knowledge@Wharton
April 9, 2003 |
John C. Bogle's Advice: Live Long and Prosper, on Index Funds In a perilous climate, what does one of the country's best-known stock market experts advise investors to do? Just stay the course, says John C. Bogle, founder and retired chairman and CEO of The Vanguard Group. |
BusinessWeek
May 27, 2010
Betsy Morris |
Chuck Schwab Is Worried About Small Investors. Should We Worry Too? "People are still in a state of fear," says the father of individual investing. "And with good reason." Schwab believes it is crucial for the little guy to stay invested. And his business depends on it |
BusinessWeek
September 30, 2010
Charles Stein |
Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers. |
Registered Rep.
November 1, 2004
Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. |
Financial Planning
September 1, 2005
Bob Veres |
The Ownership Profession The world that gave birth to financial planning has changed. A lot. Here's an industry timeline from 1969 to the present. |
BusinessWeek
September 22, 2003
Der Hovanesian et al. |
How to Fix the Mutual Funds Mess Hidden fees, lax boards, and now scandal. Here's what has to be done. |
BusinessWeek
November 14, 2005
Aaron Pressman |
Dear Abby, What Happened? It's no longer apparent that the boss's daughter is the heir at Fidelity Investments. |
The Motley Fool
December 22, 2008
Robert Brokamp |
Jack Bogle on Warren Buffett and Beating the Market The father of index funds chimes in on picking individual stocks. |
U.S. Banker
December 2002
Michael Dumiak |
Finding the Spotlight Economists may practice a dismal science, but people make it happen. Here are a few set to affect the scene in 2003. |
The Motley Fool
July 28, 2004
Bill Mann |
Index Funds: Still Your Best Bet So we're running to actively managed funds now? Not so fast, my friend. When Nathan Slaughter pointed his guns at the trusty, old index fund, many had to stop and ask whether The Motley Fool was abandoning one of its oldest principles. |
| Knowledge@Wharton |
Becoming the Best What you can learn from the 25 most influential leaders of our times (as chosen by Wharton faculty and the Nightly Business Report) |
BusinessWeek
April 18, 2005
Aaron Pressman |
The Busiest Broker On Earth Fidelity's Internet operation has turned up the pressure on Schwab and other rivals. |
Registered Rep.
June 1, 2006
Kevin Burke |
Schwab's Secret Success With more and more brokers going independent these days and open architecture on the rise, Schwab may very well bridge the gap between industry behemoths like Vanguard and Fidelity sooner than you think. |
BusinessWeek
October 3, 2005
Amy Barrett |
Vanguard Gets Personal Vanguard is shifting its strategy as customers demand more hand-holding |
U.S. Banker
November 2004
John Engen |
Succession Planning: Is Sallie Krawcheck Ready For Citi's Big League? Everyone's got a theory about Sallie Krawcheck's rise to CFO of the world's largest bank. |
The Motley Fool
January 14, 2009
Dan Caplinger |
Is One-Stop Investing Safe? Having all your money in one place can be detrimental in a couple of ways. |
The Motley Fool
July 2, 2007
Ryan Fuhrmann |
Foolish Book Review: "The Little Book of Common Sense Investing" John Bogle's series of short-but-sweet financial texts continues to offer up an all-star list of authors and tried-and-true investment strategies. |
Registered Rep.
July 1, 2004
David Geracioti |
Educate Yourself on the Beach Book reviews: A History of Interest Rates... A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing... Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment... etc. |
Registered Rep.
March 1, 2007
John Churchill |
Sallie's Back At first glance, this second coming of Sallie Krawcheck probably looks like a cakewalk compared to her first adventure in 2002. But, make no mistake: Smith Barney is not the awesome brokerage it appears to be on paper. |
The Motley Fool
March 20, 2009
Tim Hanson |
It's Time to Reinvent the Index Fund The flawed "bigger is better" reasoning that underlies index investing has exposed American investors to needless amounts of risk over the past few years and ultimately cost them billions of dollars of their hard-earned money. |
Knowledge@Wharton
September 24, 2003 |
Mutual Fund Scandals: Once Again, Individual Investors Are the Losers Is the mutual fund industry going to become mired in the kind of scandal that has afflicted so many public companies over the past few years? |
BusinessWeek
February 21, 2005
Palmeri & Carter |
American Funds' Dilemma Will too much growth make the mutual fund firm a victim of its own success? |
HBS Working Knowledge
December 15, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? Business leaders and managers who can't recognize public and investor trust as a fundamental requirement of their business should be fired or barred for life... As soon as I can beat the market on my own, I'm out of mutual funds... etc. |
The Motley Fool
February 25, 2010
Amanda B. Kish |
Vanguard's Bogle Backs Buffett Is buy-and-hold investing dead? Vanguard founder Jack Bogle thinks not. |
Financial Advisor
March 2004 |
Frontline News Former Securities and Exchange Commission Chairman Arthur Levitt stunned attendees at TD Waterhouse's annual conference in Orlando in early February when, in response to a question, he indicated he was opposed to a proposed rule that would grant exemption from registered investment advisor registration for wirehouse brokers. |
The Motley Fool
April 6, 2004
Selena Maranjian |
Fidelity Chairman Challenges SEC In an editorial, Edward Johnson challenges the Securities and Exchange Commission's proposal to require all chairpersons of mutual funds to be "independent" -- meaning they'd have no stake in the fund's management company. |
BusinessWeek
February 20, 2006
Adrienne Carter |
Putting A Collar On Investment Risk Options-based strategies can keep stock losses from getting out of line. |
Investment Advisor
May 2007 |
Five Years of Excellence The names change as certain issues come to prominence and then recede, but even some very influential people in and around the Investment Advisor universe fail to crack the list. Amy Domini... Alan Greenspan... Eliot Spitzer... etc. |
Financial Advisor
August 2005
Alan Lavine |
Socially Conscious Investing Gets Results Broad acceptance follows solid performance by socially responsible investment indexes and funds. |
Registered Rep.
September 1, 2005
Kristen French |
Vanguard to Advisors: Let's Snuggle Now that the fund giant's founder is retired, the company is tinkering with its business model to appeal to registered investment advisors, particularly for its VIPER exchange-traded funds (ETFs). |
HBS Working Knowledge
December 8, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? I am skeptical of the ability of fund managers to consistently beat the market... I believe that we have probably seen the beginning of the decline of the actively managed mutual fund... The mutual fund scandal will shift public trust towards index funds... etc. |
The Motley Fool
May 26, 2005
Timothy M. Otte |
Skip the Lemons, Try the Cream Puffs The stock market can be like buying a used car -- too many lemons and not enough cream puffs. Asymmetric information is part of the problem: Insiders know more than the investing public. Here's how to help even the odds. |
Financial Planning
September 1, 2005
Pat Regnier |
The Rise and Rise of Mutual Funds For planners and individual investors alike, equity mutual funds made portfolio management possible. |
The Motley Fool
February 4, 2010
John Rosevear |
Your Path to Wealth Just Got Simpler The brokerage price war is a boon for retirement investors. |
Salon.com
August 31, 1999
Larry Kanter |
Warren Buffett The Oracle of Omaha -- the world's greatest stock market investor -- lives in a house he bought for $31,500, dines on burgers and quotes Mae West. He's worth $36 billion ... give or take a few mil. |
Registered Rep.
August 1, 2004
Will Leitch |
The Reformation When the scandal craze that has gripped the securities industry first began two years ago, few in the industry recognized how deep it might go. |
The Motley Fool
May 17, 2005
Shannon Zimmerman |
Mutual Fund Price Wars The cheap get cheaper, and that's great news for fund investors. |
Salon.com
March 27, 2001
Alan Deutschman |
George Soros He went from apple harvester to capitalist kingpin to progressive savior. The countercultural investor has more money than you've ever heard of, and he just loves to give it away... |
The Motley Fool
January 23, 2004
Whitney Tilson |
Buffettesque Superinvestors The author talks about 12 up-and-coming, mostly unknown investment managers whom he believes will substantially outperform the market over time. They manage money in very different ways, but all are from the intellectual village of Graham-and-Doddsville. |
Financial Advisor
November 2004 |
Schwab Reduces Online Equity Commissions The pricing changes could reduce consolidated revenues by about 2%... Standard & Poor's New Automated Service... DST Vision Export To Morningstar Principia... MFS Introduces International Diversification... etc. |
Entrepreneur
January 2006
Scott Bernard Nelson |
World View Seeking a well-rounded portfolio? There's never been a better time to take a portion of your investments global. The simplest solution is to find a good, low-cost international index fund. |
Registered Rep.
March 1, 2005
John Kador |
Chuck Schwab, I Presume? An interview with Charles Schwab on his take on the industry he rocked to its foundation and on what the future holds for the retail brokerage business. |
Financial Planning
February 1, 2006
Donald Jay Korn |
Custody Battle Although three custodians now get most of the RIA business, increased competition may lead to more choices -- and more services -- for financial planners. |
Registered Rep.
May 30, 2003
David A. Gaffen |
The New Smith Barney CEO Sallie Krawcheck was recruited to restore the credibility of Smith Barney and lead the business through its toughest slump in a generation. Krawcheck wants Smith Barney advisors to more than double their average annual production to $1 million. |
BusinessWeek
August 15, 2005
Aaron Pressman |
Fidelity Trolls For Bigger Fish Fidelity Investments' new Pyramis unit will grab at a larger slice of the institutional pie. |
The Motley Fool
January 13, 2006
Bill Barker |
The 4 Best Words of Investing Advice "Buy an index fund" is the most actionable, most mathematically supported, short-form investment advice ever. |
