Securities regulators have a lot on the go. Among the many proposed regulations is the requirement for financial advisors to show clients how much they pay in fees and the amount of commissions they collect from the client’s investments. I...
Tom Bradley just posted a smart analysis of a new closed-end fund. PIMCO’s newly-launched Global Opportunities Income fund attracted $600 million – the top end of its target. That’s a very warm reception to say the least. I...
Whenever the notion of a volatile sideways market bubbles up among portfolio managers, they claim indexing will fail in comparison to active stock selection. In other words, portfolio managers argue that trendless volatility is ripe for active...
Every time markets bleed red, mutual fund investors and the media become much more price-sensitive. So it’s no surprise that print media have featured a barrage of anti-fee articles. (See the National Post on December 6 and the Globe &...
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