It’s Raining Funds!
November 2009 | Registered Rep | Fund House
The mutual fund industry loves to launch new products. But fund companies should close long-term laggards before launching more.
Read article: FundHouse November 2009 (PDF 183kb)
ETFs In Search Of Alpha—And Good Pricing
September 2008 | Registered Rep | FundHouse
Active ETFs sound like a good idea. But what happens when the market price begins to drop below the NAV?
Read article: FundHouse September 2008 (PDF 464kb)
Power To The Propeller Heads
February 2008 | Registered Rep | FundHouse
Home-office due-diligence teams are now in the driver’s seat—not fund wholesalers.
Read more: FundHouse February 2008 (PDF 127kb)
The Price Is Not Right
September 2007 | Registered Rep | FundHouse
Fund industry pricing is under scrutiny from regulators and investors. If fund firms don’t make some real changes, someone else will do it for them.
Read article: FundHouse September 2007 (PDF 92kb)
The Off the Shelf … Advisor
April 2007 | Registered Rep | FundHouse
Are retirement-income funds the magic bullet for retirees—or are they just a product in search of a market?
Read more: FundHouse April 2007 (PDF 291kb)
Defeat—at Your Own Hands
February 2007 | Registered Rep | FundHouse
Don’t trip yourself up by using appealing, “comfy” data to make decisions.
Read more: FundHouse February 2007 (PDF 204kb)
True Innovation or Mere Fashion?
December 2006 | Registered Rep | Fund House
Is the ETF a product for every portfolio? Or is it destined to follow the arc of the closed-ended fund: interesting and useful, but for the few?
Read article: FundHouse December 2006 (PDF 404kb)
