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28 Oct 2011

Lawsuit Provides Cost Data About Directing 401(k) Business to Proprietary Funds

As discussions on Capitol Hill continue about the need for broker-dealer to adopt a uniform fiduciary standard, a lawsuit may provide some answers to a Congressman’s question about the lack of hard data. The question about the need to supply hard numbers to prove the cost of violating suitability standards

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28 Oct 2011

The “Golden Age” of Mutual Funds Has Passed

  It is pretty evident to anyone who uses Morningstar or Lipper that choosing a fund in any category is challenging, not so much by the unique features of each fund, but by their profound commoditization.  In the U.S. large-cap fund category alone, Morningstar lists 200 in their database, but

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28 Oct 2011

New Demographic Study Shows the Power of Baby Boomers

While everyone has an opinion about the markets, few people dispute demographic trends, especially when they become available on a global basis. A new report by the consulting firm of A.T. Kearney, the Global Maturing Consumer study, claims to be the first to interview 3,000 people older than 60 in 23

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27 Oct 2011

Re-Thinking the Definition of Wealth Management

While large segments of the financial services industry focus on wealth management, a larger and more ominous number of financial reps will soon be practicing financial planning in an era of wealth destruction. The odd thing is that both types of financial planners will be working with the same fundamentals.

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27 Oct 2011

Beware of High Mutual Fund Expenses

When the average investor buys $10,000 of Class A shares in a load mutual fund, how much of that money actually gets invested in the market? If you thought it would be $10,000, you are not even close. The way load mutual funds operate, by the time the average investor

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27 Oct 2011

Mutualfundreform.com

This site is concerned about promoting a customer-centric business model in the mutual fund industry, so shareholder are considered clients, not customers.  Mutualfundreform.com is published and written by Chuck Epstein (cepstein@prodigy.net) , who has held senior level marketing communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Russell Investments, Principal Financial,

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