Mutual Funds Still King of the Hill for Planners
- Have Financial Planners Lost Faith in Mutual Funds. Opiela, Nancy // Journal of Financial Planning;Feb2003, Vol. 16 Issue 2, p58
The article points out that financial planners have started to look for alternatives to mutual funds. Ironically, at the same time they are considering investment alternatives, the volatile market has many planners looking to the fund companies for help with growing their business, much in the...
- Time to Bail Out. Thomas, Robert R. // Financial Planning;Jan2000, Vol. 30 Issue 1, p120
Provides information for financial planners regarding the warning signs of a sinking mutual fund. What the planner should do when a fund brings in a manager; Risks associated with the dramatic increase in the funds' assets; Why planners should be wary of funds with concentrated holdings.
- A Bigger Slice. Korn, Donald Jay // Financial Planning;Oct2010, Vol. 40 Issue 10, p173
The article discusses the continuous hold of mutual funds on household investment assets despite difficult times and increased competition in the U.S. It says that mutual funds will continue to play a significant role for financial planners and their clients. According to T. Rowe Price vice...
- New fund ranks separate best from the rest. // Dow Theory Forecasts;8/16/2004, Vol. 60 Issue 33, p9
The article presents information about various factors used in computing ranks of mutual funds. Few of the factors discussed are: one and three year load-adjusted total returns, consider both front-end and deferred load charges; expense ratios, are the percentage of fund assets paid for such...
- Revisiting the Black-Litterman model: The case of hedge funds. Kooli, Maher; Selam, Margaux // Journal of Derivatives & Hedge Funds;May2010, Vol. 16 Issue 1, p70
In this article, we re-examine a new optimization approach introduced by Black and Litterman to overcome the weaknesses of the standard mean-variance optimization model. We also consider the resampling technique to refine our results. Our results show that combining the resampling technique with...
- MUTUAL FUNDS. // Caribbean Business;4/22/2004, Vol. 32 Issue 18, p84
Presents figures on the performance of mutual funds as of April 16, 2004. Morningstar rating; Net asset value; Yearly performance.
- Fidelity Brokerage Assets Climb 17%. Ackermann, Matt // American Banker;2/13/2008, Vol. 173 Issue 30, p10
The article reports that Fidelity Investments announced that client assets at its brokerage business rose 17% in 2007, to $1.99 trillion at year end. According to Fidelity Investments, which is based in Boston, Massachusetts, net new client assets, including those in Fidelity and non-Fidelity...
- Choice of Funds Snapshot. // Money Management;11/11/2004, Vol. 18 Issue 42, p2
Presents a breakdown of types of funds in Australia. Proportion of all super-fund members considering a change of fund after June 2005; Proportion intending to seek advice from a financial planner; Proportion unhappy with super fees; Proportion who think industry funds will outperform retail in...
- Too many assets jeopardize fund returns. Hurley, Mark // National Underwriter / Life & Health Financial Services;9/28/98, Vol. 102 Issue 39, p26
Reports on the deterioration of the performance of mutual funds with too many assets, according to independent studies by mutual fund companies. Comparison of each fund's average annual relative performance before and after assets.