Zero Alpha Group

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  Top Portfolio Products: Fidelity to Disclose Additional Money-Market Fund Data

  By Marlene Y. Satter, AdvisorOne  |  January 18, 2013

  Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.

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  Schwab Names 3 RIA Firms as Impact Award Winners for 2012

  By James J. Green, AdvisorOne  |  November 15, 2012

  Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.

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  Two Big RIAs, Savant and Monitor Group, to Form $2.7B National Firm

  By James J. Green, AdvisorOne  |  April 26, 2012

  Principals of the combined fee-only company, including Savant's Tom Muldowney, say their new model solves multiple issues for mature RIA firms like Savant and The Monitor Group.

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  The Power of Peers

  By Ellen Uzelac  |  May 1, 2011

• ActiFi Rolls Out DecisionMark Benchmarking App to Zero Alpha Group

  By James J. Green, AdvisorOne  |  September 3, 2010

  Tool allows real-time business benchmarking; integrates with CRM systems.

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  Where to From Here?: Election 2008

  By Melanie Waddell, AdvisorOne  |  December 1, 2008

  Now that Barack Obama has been elected the next President of the United States, the nation's inboxes, airwaves, and TV screens are awash with advice...

• The Million-Dollar Question

  By Nancy R. Mandell  |  October 1, 2008

  The email that arrived in mid-August was an invitation from the Zero Alpha Group--a network of eight independent advisory firms in the United States and...

• What's a Broker?

  By Kara P. Stapleton  |  June 1, 2007

  The Consumer Federation of America (CFA) and Zero Alpha Group (ZAG), a group of fee-only investment advisors, revealed in a recent survey that individual investors...

• Index funds double dip at investor expense

  By Staff Writer  |  May 1, 2007

  In case you missed it, a study released last year by the Zero Alpha Group and Fund Democracy found that investors who buy index mutual...

• Investor Forecast: Fog

  By Staff Writer  |  April 26, 2007

  The Consumer Federation of America (CFA), a consumer advocacy organization, and Zero Alpha Group (ZAG), a group of fee-only investment advisors, unveiled in an April 26 conference call results of a survey showing that individual investors remain very unclear about whether the financial professionals they deal with for investments and...