Book Description

This digital document is an article from Westchester County Business Journal, published by Westfair Communications, Inc. on June 24, 1991. The length of the article is 932 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Finding the right mutual fund. (need for financial advisers)
Author: Caryn A. McBride
Publication: Westchester County Business Journal (Magazine/Journal)
Date: June 24, 1991
Publisher: Westfair Communications, Inc.
Volume: v23Issue: n28Page: p6(1)

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Book Description

This digital document is an article from Community Banker, published by America's Community Banker on August 1, 2000. The length of the article is 2176 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: GETTING INTO MUTUAL FUNDS AND BROKERAGE SERVICES.
Author: Thomas G. Dolan
Publication: Community Banker (Magazine/Journal)
Date: August 1, 2000
Publisher: America's Community Banker
Volume: 9Issue: 9Page: 20

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Book Description

This digital document is an article from Futures (Cedar Falls, Iowa), published by Oster Communications, Inc. on October 1, 1993. The length of the article is 1597 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: Excerpts from a speech delivered by David B. Jones, vice president of operations development at Fidelity Investments, at the International Swap and Derivatives Assn conference in Jul 1993 are presented. His address reflects the views of the biggest mutual fund company in the US on swaps. Some significant regulatory and tax issues, accounting and back-office issues as well as the suitability and disclosure of swaps and swaps-based products are discussed.

Citation Details
Title: Fidelity's take on mutual funds and swaps. (Fidelity Investments) (Asset Management) (Transcript)
Publication: Futures (Cedar Falls, Iowa) (Magazine/Journal)
Date: October 1, 1993
Publisher: Oster Communications, Inc.
Volume: v22Issue: n11Page: p36(2)

Article Type: Transcript

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Book Description

This digital document is an article from Economic Commentary (Cleveland), published by Federal Reserve Bank of Cleveland on March 1, 2004. The length of the article is 2931 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the author: Mutual funds enable small, less experienced investors to hold diversified portfolios of stocks and bonds at relatively low costs. Though the mutual fund market is competitive in many ways, fees can vary substantially for what are essentially identical products. This may be due to bundling of services, but it may also reflect some confusion on the part of less experienced investors, which inhibits comparative shopping among funds. Suggested reforms for improved fee disclosure seek to make fees more transparent for less informed investors and should improve competitive discipline among funds.

Citation Details
Title: Mutual funds, fee transparency, and competition.(Industry Overview)
Author: John B. Carlson
Publication: Economic Commentary (Cleveland) (Magazine/Journal)
Date: March 1, 2004
Publisher: Federal Reserve Bank of Cleveland
Page: 1(4)

Article Type: Industry Overview

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Book Description

This digital document is an article from Quarterly Journal of Business and Economics, published by University of Nebraska-Lincoln on June 22, 2003. The length of the article is 7683 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Day-of-the-week effects among mutual funds.
Author: Edward M. Miller
Publication: Quarterly Journal of Business and Economics (Refereed)
Date: June 22, 2003
Publisher: University of Nebraska-Lincoln
Volume: 42Issue: 3-4Page: 113(16)

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Book Description

This digital document is an article from Fairfield County Business Journal, published by Westfair Communications, Inc. on November 11, 1991. The length of the article is 939 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: New York Life division introduces two new tax-exempt mutual funds. (New York Life Insurance Co.'s NYLIFE Securities Inc.)
Publication: Fairfield County Business Journal (Magazine/Journal)
Date: November 11, 1991
Publisher: Westfair Communications, Inc.
Volume: v30Issue: n40Page: p10(1)

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Book Description

This digital document is an article from ABA Banking Journal, published by Simmons-Boardman Publishing Corporation on June 1, 1991. The length of the article is 7287 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Banks wade, knee-deep, into mutual funds.
Author: Steve Cocheo
Publication: ABA Banking Journal (Refereed)
Date: June 1, 1991
Publisher: Simmons-Boardman Publishing Corporation
Volume: v83Issue: n6Page: p33(4)

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Book Description

This digital document is an article from U.S. Catholic, published by Claretian Publications on January 1, 2003. The length of the article is 4335 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Where's your piggy going to market? The dividends of faith-based investing.(Catholic Funds; includes ethical mutual funds listing)
Author: Jennifer Hopfinger
Publication: U.S. Catholic (Magazine/Journal)
Date: January 1, 2003
Publisher: Claretian Publications
Volume: 68Issue: 1Page: 12(6)

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Book Description

This digital document is an article from Black Enterprise, published by Earl G. Graves Publishing Co., Inc. on June 1, 2003. The length of the article is 600 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: The trouble with fees: how can you protect your portfolio from the rising cost of mutual funds? (Mutual Fund Focus).
Author: Kelli D. Herd
Publication: Black Enterprise (Magazine/Journal)
Date: June 1, 2003
Publisher: Earl G. Graves Publishing Co., Inc.
Volume: 33Issue: 11Page: 48(1)

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Book Description

This digital document is an article from Business Record (Des Moines), published by Business Publication Corp. on December 20, 2004. The length of the article is 763 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Five mutual funds to help your 401(k) catch up.
Author: Malcolm Berko
Publication: Business Record (Des Moines) (Magazine/Journal)
Date: December 20, 2004
Publisher: Business Publication Corp.
Volume: 22Issue: 51Page: 20(1)

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Book Description

This digital document is an article from Florida Trend, published by Trend Magazines, Inc. on May 1, 2004. The length of the article is 1065 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: An unlikely boat-rocker: a quiet FSU professor wanted to know why individual investors pay higher mutual fund fees than pension funds. His research has shaken the investing world.(Mutual Fund Fees)(Florida State University)
Author: Mike Vogel
Publication: Florida Trend (Magazine/Journal)
Date: May 1, 2004
Publisher: Trend Magazines, Inc.
Volume: 47Issue: 1Page: 84(2)

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Book Description

This digital document is an article from Business Record (Des Moines), published by Business Publication Corp. on July 22, 1991. The length of the article is 1142 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Mortgage mutual funds fill niche. (adjustable-rate mortgage mutual funds offer attriactive yields to investors)
Author: John Chesser
Publication: Business Record (Des Moines) (Magazine/Journal)
Date: July 22, 1991
Publisher: Business Publication Corp.
Volume: v87Issue: n29Page: p6(2)

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Book Description

This digital document is an article from Arkansas Business, published by Journal Publishing, Inc. on September 29, 2003. The length of the article is 461 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Fund woes.(mutual fund scandals)(Editorial)
Publication: Arkansas Business (Magazine/Journal)
Date: September 29, 2003
Publisher: Journal Publishing, Inc.
Volume: 20Issue: 39Page: 6(1)

Article Type: Editorial

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Book Description

This digital document is an article from Quarterly Journal of Business and Economics, published by University of Nebraska-Lincoln on March 22, 1989. The length of the article is 16728 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

Citation Details
Title: Performance of mutual funds in the pre-versus post-Mayday periods.
Author: Moon K. Kim
Publication: Quarterly Journal of Business and Economics (Refereed)
Date: March 22, 1989
Publisher: University of Nebraska-Lincoln
Volume: v28Issue: n2Page: p61(24)

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Book Description

This digital document is an article from ABA Banking Journal, published by Simmons-Boardman Publishing Corporation on May 1, 1994. The length of the article is 6175 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: Banks need to make every attempt to tell mutual fund customers that their investments are not protected by deposit insurance. Most customers do not read the prospectus during the sales stage, which makes it important for the sales representative to inform the customer of their investment liability. Some banks have taken out advertisements in their local paper to let customers know the risks of investing in mutual funds.

Citation Details
Title: Held to a higher standard; how some banks have approached the trickier aspects of meeting mutual fund guidelines.
Author: Penny Lunt
Publication: ABA Banking Journal (Refereed)
Date: May 1, 1994
Publisher: Simmons-Boardman Publishing Corporation
Volume: v86Issue: n5Page: p60(4)

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Book Description

This digital document is an article from Bank Marketing, published by Bank Marketing Assn. on August 1, 1993. The length of the article is 5199 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: Amutual fund marketing strategy that not only considers the short-term income needs of customers but also factors their long-term investment needs is bound to succeed. Such a strategy should make bank depositors aware of potential financial hurdles in the future and educate them on how to address these difficulties. Under this marketing program, bank employees are not supposed to immediately offer mutual funds as an investment instrument for bank depositors. Instead, they should help customers study their long-range financial standing in order to determine what investment is appropriate. If mutual funds are found to meet the investment needs of customers, only then should a mutual fund pitch be made. This comprehensive marketing strategy, incorporating investment advice for the long-term financial needs of customers, makes banks more competitive in the mutual funds arena.

Citation Details
Title: Is your focus too narrow? (investment advice services of banks offering mutual funds)
Author: A. Stewart Rose
Publication: Bank Marketing (Magazine/Journal)
Date: August 1, 1993
Publisher: Bank Marketing Assn.
Volume: v25Issue: n8Page: p17(4)

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Book Description

This digital document is an article from ABA Banking Journal, published by Simmons-Boardman Publishing Corporation on August 1, 1996. The length of the article is 184681 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: People who invest in mutual funds through banks are as knowledgeable about their investment risk as people who purchase the funds through other entities, according to a survey of 2,000 mutual fund investors. The Securities and Exchange Commission and the Office of the Comptroller of the Currency, which jointly commissioned the survey, said the findings are surprising because bank customers are less educated and wealthy than people who invest in mutual funds outside of banks.

Citation Details
Title: Bank mutual fund customers no less savvy, joint SEC-OCC survey shows. (Securities and Exchange Commission, Office of the Comptroller of the Currency find working knowledge among investors)
Author: Steve Cocheo
Publication: ABA Banking Journal (Refereed)
Date: August 1, 1996
Publisher: Simmons-Boardman Publishing Corporation
Volume: v88Issue: n8Page: p7(1)

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Book Description

This digital document is an article from ABA Banking Journal, published by Simmons-Boardman Publishing Corporation on June 1, 1992. The length of the article is 12157 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.

From the supplier: Regulations prevent banks from using aggressive marketing campaigns to sell mutual funds. Banks are not allowed to sponsor, underwrite or distribute mutual funds, but they are allowed to serve as advisors for proprietary funds and to make funds available through alternative channels. Customer referrals and existing customers are the main sources of mutual fund revenue for banks. Investment representatives have more success by informing customers about products than by selling mutual funds aggressively.

Citation Details
Title: For banks, does pull work better than push? (marketing of mutual funds)
Author: Penny Lunt
Publication: ABA Banking Journal (Refereed)
Date: June 1, 1992
Publisher: Simmons-Boardman Publishing Corporation
Volume: v84Issue: n6Page: p56(3)

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