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28 Oct 2011

Four Things to Avoid When Choosing Mutual Funds

  As the battle for financial reform continues into 2011, the battle lines are clearly drawn: It’s the professional financial services industry against its own customers. While there are pockets of resistance, such as the Americans for Financial Reform, and the Committee for the Fiduciary Standard, have opposed any attempts

Chuck Epstein 0
28 Oct 2011

Barron’s Publishes Epstein Op-Ed on Need for Mutual Fund Shareholder Advocates

The current (August 27, 2011) issue of Barron’s has published my op-ed,”Why the Fund Industry Needs Shareholder Advocates” in its “Other Voices” section, page 45. The op-ed cites the need for fund companies to more aggressivly demonstrate they are acting in their own customers’ best interests.  While this may seem

Chuck Epstein 5
28 Oct 2011

Time to Create Shareholder Advocates Inside Mutual Fund Companies

The proposal for creating Shareholder Advocate positions at the nation’s mutual fund companies is designed to correct the inherent conflicts-of-interests that exist between the fund company’s sales organization and its own customers. These conflicts of interest invariably are created when the inherent pressures to sell mutual funds clashes with the

Chuck Epstein 0
28 Oct 2011

The Wisdom of the Masses

The current gatherings of anti-Wall Street protestors seem like amorphous groups, but the protests center around a variety of issues related to financial insecurity.  According to the protestors, every class strata, with the obvious exception, is financially stressed and their losses in home equity and market portfolios will take years

Chuck Epstein 0
28 Oct 2011

Want to Increase Your 401(k) by Up to 28%? Here’s How

Want to increase your 401(k)’s returns by up to 28%? Here’s a simple way to do it:.  Don’t focus on fund selection or the asset mix; just look at the most mundane, boring statistic in investing: fees. Fees are off the radar screen for most 401(k) plan participants, and sadly,

Chuck Epstein 0
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

Chuck Epstein 0

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