Why Mutual Fund Expenses Matter to Shareholders
There are over 8,000 mutual funds in the U.S.* and virtually all of them charge fees to shareholders to help offset their operating expenses. This is a normal cost of doing business. But the...
View ArticleCan Mutual Fund Wholesaler’s Salaries Be Justified?
Support Progressive Journalism One of the biggest problems facing the mutual fund industry’s relationships with its millions of shareholders is justifying fund wholesalers’ salaries. This is a...
View ArticleInvestors Still Awaiting Decision on Critical Issue of Fee Reform.
Note: This article was originally published in July 2010. Investors are still waiting for a decision. After decades of wrangling, false starts, and back room intrigues, it looks like the SEC is...
View ArticleLow Fund Costs Predict Better Future Returns
The debate over the benefits of active investment management versus passive investing remains a favorite topic of investors. Whenever new data emerges to buttress the long-established argument that...
View ArticleAccepting the “New Normal” in Financial Marketing
“The U.S. job market is showing signs of a sustained recovery. But the country’s prolonged struggle with unemployment will leave scars that are likely to remain for years, if not generations.” –Ben...
View ArticleRevenue sharing lawsuit costs plan sponsor $35 million
In what is being called the first suit involving revenue sharing and fee disclosure and heightened transparency, a Missouri company has been ordered to pay $35 million to current and former plan...
View ArticlePrincipal CEO Says Investors Cannot Understand Benefits of ETFs and...
CEOs set the tone for their companies in every respect–behavior, motivation, intellectual curiosity, innovation and ethics—so it was not surprising to hear that the Larry Zimpleman, CEO of Principal...
View ArticleRetirement News Worth Reading
Retirement and financial security are issues that are not often discussed by the general news media and most politicians (except Progressives), but these are major events affecting people worldwide. In...
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