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29 Oct 2011

Revenue Sharing Taints 401(k) Plans

While the 401(k) movement has been going strong for the past 30-plus years, it now looks like the investment managers who were administering the funds and providing the advice have been engaged in a conflict of interest with their company plan counterparts. At least that is what the U.S. Department

Chuck Epstein 1
29 Oct 2011

Europeans Ask Geithner About Wall Street Bonuses

In a global economy, the world’s central banks have become increasingly intertwined and interdependent.  This often creates interesting confrontations, especially when they are public.  This is what makes this Bloomberg news article interesting.  Since this article was published in June 2011, Europeans have imposed some salary caps on their top

Chuck Epstein 0
29 Oct 2011

Can Mutual Fund Wholesaler’s Salaries Be Justified?

One of the biggest problems facing the mutual fund industry’s relationships with its millions of shareholders is justifying fund wholesalers’ salaries. This is a contentious and sticky issue for a few reasons: First, mutual fund wholesalers really don’t add anything which directly benefits shareholders. In theory, they should be reducing

Chuck Epstein 4
28 Oct 2011

The Real Cost of Age Discrimination

Of all the astronomical numbers associated with the financial collapse–$8 trillion in lost housing equity from 2001 to 2008, and the $4.7 trillion bailout program–perhaps the largest economic cost of the long-running recession comes from the wasted talents of millions of unemployed Americans. With the official rate of unemployment running

Chuck Epstein 0
28 Oct 2011

3 Key Factors to Remember About the Importance of Fund Expenses

Most mutual fund shareholders don’t know what they are being charged for their mutual funds and more importantly, why these expenses are critically important. In normal economic times, when the the economy is healthy, fund fees erode your investment returns, but they are offset by the investment gains. The fees

Chuck Epstein 0
28 Oct 2011

Why Mutual Fund Expenses Matter to Shareholders

There are over 8,000 mutual funds in the U.S.* and virtually all of them charge fees to shareholders to help offset their operating expenses.  This is a normal cost of doing business. But the mutual fund industry considers itself special.  Over the years, it has lobbied securities regulators for exceptional

Chuck Epstein 1

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