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.
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
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 (firstname.lastname@example.org) , who has held senior level marketing communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Russell Investments, Principal Financial,
Progressive politics is what has shaped the greatest social and economic advances in US history. Going back to President Teddy Roosevelt, a Republican, who at the beginning of the last century, first realized the vision that the US could advance its economic power by providing protections for its citizens in