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Registered Rep.
September 27, 2011
Joshua Brown |
Opinion: In Defense of the Asset-Based Fee Model If there is a client who feels he is paying fees to a fee-based financial advisor and is unsatisfied with the service -- that client is able to make a single phone call to the custodian brokerage firm and terminate the advisor's fee agreement.   |
Financial Planning
August 1, 2005
Bert Whitehead |
AUM Under Fire The financial adviser's quandary: how to construct an ethical fee arrangement. Until recently, charging clients a percentage of assets under management (AUM) was considered a legitimate fee-only option. But today this approach is having its moment of scrutiny. |
Financial Planning
October 1, 2010
J. Scott Slater |
On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services. |
AskMen.com
Ryan Ortega |
Invest On A Budget With a little planning and common sense, you can invest on a budget with very little money up front and, hopefully, a large payout in the end. |
Registered Rep.
November 1, 2002
David A. Geracioti |
For Retaining Clients, a Client Retainer With many brokers at full-service firms gradually moving to asset-based fees, some investment advisers, in an effort to meet client needs and compete with larger firms, have been experimenting with flat annual retainers. |
The Motley Fool
September 9, 2004
Rick Aristotle Munarriz |
Index Fund Fire Sale Index funds are lowering their fees, and you are the winner. |
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
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
January 13, 2004
Selena Maranjian |
The Fund Fee Fracas Are mutual fund fees too high? |
Financial Planning
July 1, 2006
Bob Veres |
Changing Charges Now that the commissions vs. fees debate is fading from the financial planning profession, a new compensation discussion is on the table. |
The Motley Fool
October 31, 2006
Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
The Motley Fool
December 12, 2011
Morgan Housel |
Best ETF for 2012: Vanguard Total Stock Market For those of you who don't want to bother rolling up your sleeves and digging through individual companies, a broad index fund like Vanguard's Total Stock Market ETF is a smart choice for long-term investors. |
The Motley Fool
July 3, 2008
Brian Richards |
The Worst Investment I've Ever Seen Many people do not realize that mutual fund fees are important for making an index fund investment decision. Secondly, even investors who realize fees are important do not minimize index fund fees. |
The Motley Fool
July 29, 2004
Selena Maranjian |
Beware of Redemption Fees There's an almost-reasonable fee funds charge, but don't get caught by it. |
Inc.
April 2008 |
Figuring Out the Fees Don't believe it if an adviser says his services cost nothing - you're paying for it, one way or another. Here's a breakdown of the fees to watch for. |
Registered Rep.
July 5, 2011
Jerry Gleeson |
When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors. |
The Motley Fool
July 15, 2008
Tom Hutchinson |
Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford. |
The Motley Fool
February 24, 2010
Selena Maranjian |
Saving for College Just Got Cheaper Lower-priced 529 plans help you save for college more effectively. |
Registered Rep.
March 1, 2005
Chris O'Leary |
The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises. |
Financial Planning
September 1, 2008
Allan S Roth |
Core and Casino There are two extreme schools of thought when it comes to investing. On one side is active investing, while on the other is low-cost passive investing. In the middle lies a method that uses a bit of both, known as the core and explore approach. |
Financial Planning
December 1, 2005
Beck & Tibergien |
Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees. |
The Motley Fool
March 10, 2008
Selena Maranjian |
I'm Bucking the Trend Index funds are gaining momentum -- but should they? |
The Motley Fool
November 9, 2007
Selena Maranjian |
Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders. |
The Motley Fool
May 19, 2009
Selena Maranjian |
Schwab Gets Competitive Both the company and its customers can profit from this index fund revamp. |
Registered Rep.
April 1, 2006
Kristen French |
Your Fees Under the Regulator Microscope Financial advisors had better be able to justify their fees, because regulators have been busy examining fees charged to retail clients. |
Financial Planning
May 1, 2011
Temma Ehrenfeld |
Indexing Works Even fans of index funds often believe they do worse than funds with active managers during bear markets. |
Investment Advisor
August 2007
Melanie Waddell |
Will 12b-1 Fees Survive? Will the securities and Exchange Commission repeal 12b-1 fees? It depends on whom you ask, but SEC Chairman Christopher Cox has vowed to either repeal or revamp the Commission's 12b-1 rule by year-end. |
Financial Planning
April 1, 2005
Jennifer A. Liptow |
White Paper A report finds that financial advisers are reaping the benefits of the increasing dollars flowing into mutual funds via 12b-1 fees. |
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. |
Investment Advisor
September 2005
Mark Tibergien |
Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value. |
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 Planning
March 1, 2005
Kristen French |
To B or Not to B Once-popular B shares have seen their sales dwindle since 2001--and may soon be extinct completely. |
Registered Rep.
March 15, 2011
Alan Lavine |
Reps Turn To Equity Index Universal Life Insurance Reps are turning to index universal life insurance to bridge the risk gap between low-rate permanent life insurance and riskier variable universal life. |
The Motley Fool
November 24, 2008
Dan Caplinger |
4 Fees You Don't Need to Pay In this era of competition among financial-services firms, you don't need to settle for excessive fees. |
The Motley Fool
April 28, 2009
Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want. |
The Motley Fool
June 7, 2011
Morgan Housel |
Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go. |
The Motley Fool
January 19, 2007
Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
Financial Advisor
July 2008
Rebecca Pomering |
When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice. |
Financial Advisor
June 2005
Darwin K. Abrahamson |
Avoiding Redemption Fees In 401(k) Plans Since it's indisputable that redemption fees are becoming entrenched within mutual funds at an accelerated pace, an obvious solution to avoiding redemption fees altogether is to invest in exchange-traded funds (ETFs). |
The Motley Fool
August 11, 2009
Selena Maranjian |
Don't Let Fees Take You to the Poorhouse Watch out! Fees have been getting out of control. |
The Motley Fool
December 15, 2005
Selena Maranjian |
When ETFs Are Better Than Funds The bottom line is that sometimes, an index fund will serve you just fine. And other times, ETFs may be best. It also depends on the index fund you're looking at, and the ETF. |
The Motley Fool
May 15, 2008
Dan Caplinger |
Don't Pay Your Broker for Free Funds No-load funds don't cost a dime to buy -- except from some brokers. |
Registered Rep.
July 12, 2011
Kristen French |
SEC Raises Performance Fee Threshold for Investment Advisers; CFA Backs Off Opposition to SRO Under an SEC order issued today, it will require considerably more wealth or assets for an investor to qualify to pay an investment adviser performance fees. |
Financial Planning
July 1, 2005
Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
Financial Planning
September 1, 2005
Bryce Sanders |
The Disgruntled Client How financial planners can know if they're about to lose a valued client relationship -- and what to do about it. |
AskMen.com
Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
BusinessWeek
September 11, 2006
Lauren Young |
Taking Stock Of Your Adviser Many investors don't know how to evaluate the person in charge of their portfolios. These seven questions should help. |
The Motley Fool
January 20, 2010
Alex Dumortier |
You Can Invest in This Top-Tier Hedge Fund U.K. hedge fund manager Marshall Wace, which manages over $5 billion in assets, is effectively dropping membership requirements with the planned launch of an exchange-traded fund that will replicate one of its flagship strategies. |
Financial Planning
November 1, 2005
John Bowen |
Small Steps, Big Results Financial advisers don't have to make sweeping changes in their businesses to alleviate some of their most pressing concerns, like: finding new wealthy clients... fighting for clients... growing assets... etc. |
The Motley Fool
June 20, 2008
Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
