U.S. Equity - FA Magazine

U.S. Equity

Friday, 05 March 2010
Most IRA investors did not abandon stocks during the market decline of 2008 and 2009, but they have been wary of adding more holdings during the market rebound, according to a new survey.

Some Big Funds 'Destroyed' Wealth

Thursday, 04 March 2010
To learn that your mutual-fund firm's lineup posted negative returns over a decade is one thing; to realize that almost $60 billion of investors' wealth was wiped out is another matter entirely.

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Bentley University Entrusts Students With Part Of Endowment

Tuesday, 02 March 2010
Bentley University’s endowment fund has handed over a small portion to be managed by a student investment group. So far, their track record is impressive.

Vanguard Moves Indexing Goal Posts

Tuesday, 02 March 2010
Indexing powerhouse Vanguard Group took a step that should help many of its sector funds cope with indexing's old nemesis—tracking error.

Frontline News

March 2010 issue
Frontline News

Winners And Losers In A Lost Decade

By Mary Rowland, March 2010 issue
REITs and emerging market investments were among the few that came out ahead.

The Age Of Living Lean

By Evan Simonoff, March 2010 issue
Loomis Sayles’ Dan Fuss sees a soft recovery in which quality businesses gain at the expense of the rest.

A New Plan

Thursday, 25 February 2010
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Performance-Based Fund Fees Near Dead

Wednesday, 24 February 2010
As TFS Capital kills off the most aggressive performance-based fee structure in the fund business, it sends notice that true performance-based fees may be dead.

Target-Date Fund Transparency Scrutinized

Wednesday, 17 February 2010
The U.S. Department of Labor and the Securities and Exchange Commission are looking for ways to bring clarity to the target-date fund market.

Fidelity Offers Free iShare ETF Trades

Tuesday, 02 February 2010
Fidelity, firing a new salvo in a price war with Schwab, is offering its RIA clients commission-free online trades on 25 iShare ETFs and the Fidelity Nasdaq Composite Index Tracking Fund.

Momentum Becomes Value

By Marla Brill, February 2010 issue
Mark Donovan looks for cheap stocks with a momentum driver.

Advisor Emporium

February 2010 issue
Advisor Emporium

Hot Mutual Funds Often Fizzle

Monday, 01 February 2010
Can investors really improve their chances of beating the market by chasing after funds that have had a hot streak—even if that hot streak lasted 10 years?

The Rich Warm Up To ETFs

By Ray Fazzi - Wednesday, 13 January 2010
Well-heeled individuals are fueling the explosive growth of the exchange-traded fund, now a $700 billion business that began in the early 1990s.

Morningstar’s Fund Managers Of The Decade

Wednesday, 13 January 2010
Morningstar names the top fund managers in what was the worst decade ever for U.S. stocks.

Money Managers Ignore Climate Issues

Thursday, 07 January 2010
Most of the largest investment managers are not directly factoring climate change into their investment decisions despite increasing awareness of its potential impact, according to a new report.

Fund Industry Faces Rough Year

Monday, 04 January 2010
Regardless of whether the stock and bond markets can sustain their momentum in 2010, the mutual fund industry—and fund investors—appear destined for a year of bad news.

The First Step

By James Picerno, January 2010 issue
There are no easy answers for asset allocation, but at least there’s a practical starting point.

Any Bargains Left?

By Jeff Schlegel, January 2010 issue
After the market’s run-up, investors find value in unconventional ways.


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