Louis Harvey

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  Universal Fiduciary Advice Will Shut Out Middle-Class Clients

  By Gil Weinreich, AdvisorOne  |  April 18, 2012

  The consulting firm Dalbar’s chief executive, Louis Harvey, known as an advocate of fiduciary advice, has poured a bit of cold water on the idea of a universal broker fiduciary standard.

• The Black Hole

  By Eric Uhlfelder  |  April 1, 2007

  With the potential to inform both ad-visor and investor about what's driving portfolio performance, monthly brokerage statements should be as valuable as the quarterly performance...

• Some Closed Mutual Funds Are Charging 12b-1 Fees

  By Staff writer  |  March 1, 2006

  Of more than 19,000 mutual funds (including all share classes), there are currently 579 which are both closed to new investors and still charging 12b-1...

• Net New Cash Into Stock Funds Drops in June: ICI

  By Staff writer  |  August 1, 2005

  Cash flow into the nation's stock mutual funds dropped by almost half in the month of June, according to data released today by the Investment...

• Future Shock: How Can Investors Respond to Changing Demographics?

  By Staff writer  |  July 22, 2005

  Like the rest of the developed world, the U.S. faces some dramatic changes in demography, which may drastically impact the government's budget, the fate of...

• Net New Cash Into Stock Funds Fell Sharply in April: ICI

  By Staff writer  |  May 31, 2005

  Cash flow into the nation's stock funds was cut by nearly half in April compared to May, according to data released today by the Investment Company Institute (ICI). Equity portfolios took in about $8.8 billion in net new cash in April, versus inflows of $15.1 billion in March. The ICI...

• Should Your 401(k) Plan Include ETFs?

  By Staff writer  |  May 17, 2005

  May 13, 2005 -- It's no secret that exchange-traded funds (ETFs) have caught the fancy of investors. ETF assets have soared to about $229 billion...

• Net New Cash Into Stock Funds Weakened in March: ICI

  By Staff writer  |  May 2, 2005

  April 28, 2005 -- Cash flow into stock funds declined in March compared to the prior month, according to data released today by the Investment...

• Net New Cash Into Stock Funds Eased in January: ICI

  By Staff writer  |  February 28, 2005

  Feb. 24, 2005 -- Cash flow into stock funds slowed down somewhat in January compared to the prior month, according to data released today by...

• Net New Cash Into Stock Funds Dropped in December: ICI

  By Staff writer  |  February 1, 2005

  Jan. 28, 2005 -- Cash flow into stock funds was cut roughly in half in December compared to the prior month, according to data released...