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Investors Loading Up On No Load Funds
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Sales flourishing; meanwhile funds with upfront charges seeing mass exodus.
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Fees Drive Bond Fund Returns
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It is a message he has delivered many times before, but industry experts said John C. Bogle’s continued assertion that bond funds on average are too expensive deserves special attention in the current market.
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Fund Fees Baffle MBA Students According To Study
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Not even MBA students at the top business schools in the country fully understand the importance of mutual fund fees.
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Recruiting Tug Of War
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Within the individual brokerage firms, there is an ongoing tug of war going on.
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SEC Chief Valediction
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SEC Chief Valediction: Beware of the investment world’s pitfalls.
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Fidelity Eyes Fees For Its Adviser Referral Program
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Discount brokerage firm’s efforts to link investors to outside advisers stumble amid downturn.
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Retainer Fees Ethical Fee Arrangement
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The adviser’s quandary: How to construct an ethical fee arrangement.
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SEC Wraps Up B Share Fraud Case
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Putting an end to a B share saga, the Securities and Exchange Commission last week said that an independent-contractor registered representative who was with an ING Advisors Network Inc. broker-dealer in the late 1990s committed fraud when he sold mutual fund B shares.
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Questions To Ask Your New Financial Adviser
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For those just beginning to work with an adviser, a little due diligence at the outset can save lots of money and pain down the line. Here are some questions – with notes on answers — to guide you through a first meeting.
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How Advisors Manipulate You
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Don’t get hit by the pitch: How Advisers Manipulate You.
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