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Financial Advisor March 2006 Brad Zigler	What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface.
Registered Rep. September 22, 2014 Brad Zigler	Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity?
Investment Advisor February 2007 Ben Warwick	The True Costs of Active Management Think mutual funds are cheaper than hedge funds? Not a chance.
Financial Advisor September 2011 Brad Zigler	Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too?
Financial Advisor November 2007 Brad Zigler	The Long And Short Of It Only time will tell if short-enabled mutual funds live up to the expectations of their creators or are, as some critics contend, a mistake in the making.
Registered Rep. January 1, 2003 Jason Van Steenwyk	Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients.
The Motley Fool June 20, 2008 Selena Maranjian	Make Money Despite Higher Fees A low fee isn't everything.
BusinessWeek December 12, 2005 Lewis Braham	Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does.
Registered Rep. May 16, 2011 Brad Zigler	Paying Too Much For Alpha? A "two-and-twenty" arrangement -- two percent annual management fee and 20 percent of new profits -- is commonly charged by the hedgies. Pretty expensive stuff, that alpha.
Financial Planning February 1, 2007 David E. Adler	High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers.
Financial Planning July 1, 2010 Craig L. Israelsen	Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.
The Motley Fool August 26, 2004 Robert Brokamp	My Fund Manager Ate My Retirement! How much of your investment is consumed by your mutual fund's expenses?
Registered Rep. March 24, 2015 Brad Zigler	Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money.
The Motley Fool February 18, 2004 Robert Brokamp	The Fund Fees You Don't See A study shows that almost half of shareholder costs are undisclosed or nearly impossible to find. While the recent mutual fund scandals raise serious questions about whom we should trust with our money, the actual dollar cost to most individual investors isn't that high. There are far more significant ways funds siphon off our dollars. And they're just as hidden.
The Motley Fool September 3, 2008 Selena Maranjian	This Fund Charges What? Pay attention to the expense ratios of your funds, or pay too much.
The Motley Fool January 3, 2006 Rich Duprey	15 and Counting at Legg Mason Legendary fund manager Bill Miller beats the market for the 15th straight year, and you can, too by following several basic principles.
Registered Rep. March 2, 2015 John F. Wasik	How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight.
Financial Advisor July 2012 Tom Lydon	In The ETF Price War, Investors Win Advisors have many options for helping clients save on fees.
The Motley Fool May 12, 2008 Selena Maranjian	Fees Count in ETFs, Too Keep looking at fees in your funds and seek out low ones. A slightly lower fee can make a world of difference to your bottom line.
The Motley Fool August 27, 2008 Selena Maranjian	When Buying an Index Fund Is Stupid Not all index funds are created equal.
Registered Rep. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
Financial Planning August 1, 2006 John Nersesian	The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients.
Registered Rep. April 28, 2015 Brad Zigler	Futures Funds Hitting the Fences No surprise that managed futures (the actively managed futures portfolios) top this year's list of hedge fund strategies.
The Motley Fool January 18, 2005 Shannon Zimmerman	You're Paying How Much? With mutual funds, you usually get what you don't pay for.
AskMen.com Luis Rodrigues	Mutual funds With interest rates remaining as low as they are, more and more people are looking towards the stock market to earn a higher return on their money investing.
The Motley Fool October 27, 2011 Selena Maranjian	Mutual Funds That Are in the Closet Are No Bargain Make sure you're not severely overpaying for your funds. The problem is closet-indexing, which happens when a fund has too much in common with the S&P 500 index of 500 of America's biggest companies, or with some other index that serves as its benchmark.
The Motley Fool August 24, 2007 Amanda B. Kish	Fund Fees Under the Magnifying Glass Make sure you know how much you're paying for your fund.
Financial Planning February 1, 2006 Joan Warner	The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.
Wall Street & Technology May 15, 2006 Larry Tabb	Strolling With My Alpha How does portable alpha impact the investment management business? This strategy turns portfolio managers into asset allocators. Instead of picking stocks, or companies, they pick inexpensive indices and choose expensive hedge funds.
Financial Planning December 1, 2005 Marshall Eckblad	Hedge Funds Behind the Curtain New research shows the theoretical underpinning of a potential future line of mutual funds that will offer various hedge fund strategies to average investors.
Financial Planning July 1, 2006 Dan Wheeler	Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think.
The Motley Fool May 12, 2005 Selena Maranjian	Something Smells in Mutual Fund Land One good strategy for mutual fund investors, given the state of expense fees these days, is to make sure you're investing in top-notch funds. Anything less will mean that the fees eat up a greater percentage of the total return.
Registered Rep. December 23, 2014 Brad Zigler	The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days.
Financial Advisor November 2003 Leola Ross	Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management.
Financial Advisor April 2007 Matthew M. Brandeburg	Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients.
BusinessWeek April 19, 2004 Tergesen & Young	Index Funds Aren't All Equal High costs and managers who hold cash too long -- or pay inflated commissions -- can shave returns. So it pays to compare
The Motley Fool September 27, 2007 Selena Maranjian	A Number to Know: 72 Here's one of Wall Street's dirty little secrets. According to Standard & Poor's data cited in Money magazine, 72% of actively managed large-cap funds have failed to beat the stock market over the past five years. How can you find the other 28%?
BusinessWeek May 2, 2005 Adrienne Carter	Mutual Funds: Why Fees Still Defy Gravity Investors are seeking answers about why annual fees are assessed when fund company assets have increased. Now regulators want to know, too.
BusinessWeek November 10, 2003 Jeffrey M. Laderman	Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers.
Investment Advisor November 2005 Jeff Joseph	Hedgeworld Hedge Fund Focus: The Roles of Alpha and Beta Acknowledging the elusive nature of alpha is critical to hedge fund and absolute return investors, particularly because most think of alpha as the primary (if not the exclusive) source of hedge fund returns. But this may be an erroneous assumption.
The Motley Fool February 11, 2008 Mary Dalrymple	Buy the Market -- Cheap! Index funds perform as efficiently as possible by replicating the market's performance for the lowest possible expense.
BusinessWeek September 6, 2004 Lewis Braham	How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it.
The Motley Fool November 25, 2009 Dan Caplinger	These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs.
The Motley Fool June 26, 2008 Adam J. Wiederman	The Truth Behind Buffett's Big Bet The Oracle of Omaha bet against top hedge fund managers. Here's why.
The Motley Fool July 30, 2007 John Rosevear	When Twice as Much Isn't Twice as Good The goal of asset allocation is to spread your investments among different classes of assets to achieve better overall performance with less volatility. How can you tell if your funds are really diversified?
The Motley Fool July 31, 2007 Amanda B. Kish	Hooray for Cheaper Funds! The fund industry just got the memo: Expenses matter. How do your fund's expenses measure up? The following chart details the average expense ratio for several different categories of funds.
BusinessWeek October 21, 2010 Christopher Condon	Vanguard Outdraws BlackRock and State Street Vanguard's ETFs, with their low fees, are taking business from the ETF leaders.
Financial Planning August 1, 2006 Craig L. Israelsen	Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?
Investment Advisor October 2005 Joseph & Kurdas	Hedgeworld Hedge Fund Focus: Portable Alpha Investing Institutions seeking better risk-adjusted returns are increasingly employing a portable alpha approach, in some cases using this method to invest with multistrategy hedge fund managers through funds of funds.
Registered Rep. November 1, 2006 Kevin Burke	The Trouble with Performance-Based Fees Performance-based fees have made their way into a small crop of mutual funds in the past couple of years, as investors have begun scrutinizing fees and fund boards look to align the interests of fund management and investors.