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SHORT INTERESTS: TIPS, TRENDS, OBSERVATIONS

February 8, 1999

Ready for prime time? Andrew Horowitz never completed college, but you'd be wrong if you said the Hollywood, Fla., financial adviser wasn't book smart. Apparently hoping to give Oprah a run for the money, he is setting up a link from his own...

KEMPER LOAD FUNDS SURGE: SCUDDER EASING OUT OF NO-LOADS

February 8, 1999

After an unsuccessful attempt to regain lost market share, the folks that coined the term "pure no-load" are quietly scaling back efforts to sell mutual funds directly to investors. Less than two years after Scudder Stevens & Clark, an old-line...

YO: BOND INDEX FUNDS WIELD BETTER YIELDS: LOWER COSTS GIVE THEM AVERAGE 0.7% EDGE, BUT FEW INVESTORS NOTICE

January 25, 1999

Though the attractions of stock index mutual fund investing are becoming familiar even to novices, bond index funds have remained stuck in relative obscurity. Mutual fund researcher Morningstar Inc. counts just 19 taxable bond index funds with...

SOCIAL SECURITY PLAN AN INDEXERS' PLUS, 401(K) MINUS: CLINTON PROPOSAL GIVES LOW-PAID WORKERS A CASH-IN-HAND REASON TO SWAP SAVINGS

January 25, 1999

While low-cost index funds are widely expected to win big should President Clinton's proposal to invest Social Security money in the stock market become law, it's a different story for 401(k) plans. The fear is that the president's proposed...

WITH VANGUARD LIKE A BARNACLE: WIENER THE SNITCHER KEEPS EYES ON NO. 2 AND GOES ALONG FOR RIDE

January 25, 1999

Vanguard Group is coming off the most robust year in its history, but it's not the only one benefiting from its meteoric rise. Daniel P. Wiener, a newsletter editor and money manager, has been riding the No. 2 fund group's wave of success since...

THE JOKE'S ON FIDELITY AS COMIC ADS FAIL TO DELIVER: SPOTS TOUTING PERFORMANCE MAY REPLACE PERFORMERS

January 18, 1999

Only a company as staid as Boston's Fidelity Investments could go wrong using comedians Lily Tomlin and Don Rickles to pitch mutual funds. Four months after launching a major advertising campaign that used Ms. Tomlin and Mr. Rickles along with...

JOHN BOGLE: "TURNING OVER FUND PORTFOLIOS AT 85% A YEAR IS DEPLORABLE"

January 11, 1999

The mutual fund industry has no business investing Social Security funds as part of the much ballyhooed efforts to privatize the system -- its costs are too high. That's just one of John C. Bogle's contrarian opinions on the future of the investment...

IT'S LOOMING EVER BIGGER IN ADVISERS' WORLD: MFS LOOKS AS IF MANAGER IS NO. 4 IN FUNDS SOLD BY MIDDLEMEN, AS FOR FIRST TIME IN 75 YEARS IT NEARS $100 BILLION IN ASSETS

January 4, 1999

MFS Investment Management isn't nearly as big as Fidelity Investments or Vanguard Group, but it's getting there. For the first time in its 75-year history, the Boston mutual fund juggernaut is close to amassing $100 billion. Currently managing...

TAXPAYERS WOULD SAVE AS MARKET FALLS: ROTH IRAS CAN GO BACK & FORTH

September 14, 1998

The Internal Revenue Service might have drawn a lot of flak last week when it suggested initially that whoever caught Mark McGwire's record-setting home run might owe a huge tax bill, but it probably has redeemed itself in the eyes of financial...

FIDELITY CAMPAIGN PROVES TO BE A HORSE OF A DIFFERENT COLOR: FIRM HAS BRAGGING RIGHTS BUT WON'T TOUT GAINS

September 7, 1998

Sporting a beard and a bow tie, Stephen A. Cone stands out among the sea of blue suits that is Fidelity Investments. In the worlds of advertising or fashion, Mr. Cone's sense of style would go unnoticed or unappreciated. But at Fidelity, it's...

DO-GOOD FUNDS GO FOR GOODS IN 401(K)S: FEDS' OK TRIGGERS A RUSH TO SELL INVESTMENT NICHE TO RETIREMENT PLANS

August 31, 1998

Managers of socially responsible mutual funds are pushing for green in the retirement market, not just in the environment. Backed by a nod of approval this summer by the U.S. Department of Labor, a number of do-good fund families are aggressively...

Q&A: LYNN HOPEWELL "THE AVERAGE PERSON'S IN NO POSITION TO KNOW HOW TO INVEST COMPETENTLY"

August 31, 1998

Lynn Hopewell is one of the nation's most prominent advisers. Not only is he one of Charles Schwab Corp.'s largest financial planning players in the mid-Atlantic region, he has taken a leadership role in the industry and frequently is quoted...

HIGHER-YIELD HIGH-TAX MUNIS: PROJECT BONDS CAN SOCK TOP-END INVESTORS

August 17, 1998

In the yield-starved municipal bond market, some fund companies are trying to prop up dividend payouts with a maneuver that could leave shareholders with higher tax bills and lower net returns. The tactics involve the use of so-called AMT bonds,...

ALMIGHTY DOLLAR REIGNS IN MONEY MANAGEMENT: U.S. FIRMS RUN 44.2% OF WORLD'S INVESTMENTS

August 17, 1998

Money managers based in the United States strengthened their grip on the global investment industry in 1997, seizing a 44.2% market share of the $25 trillion industry, according to the P&I/Watson Wyatt World 500, recently published by InvestmentNews...

PEOPLE / BARRY BARBASH: FROM SEC IN D.C. TO M&A WORLDWIDE

August 17, 1998

Investment management is becoming increasingly global, and Shearman & Sterling doesn't want to be left out. So the respected New York white-shoe law firm has nabbed the nation's top mutual fund regulator to help it raise its profile. Barry Barbash,...

NEW JOBS

August 17, 1998

Phoenix Investment Partners in Enfield, Conn., has named Jamie E. Gunter, 40, vice president of retail sales for the state of Pennsylvania. He replaces Michael Guman, who joined OppenheimerFunds Inc. in New York. Mr. Gunter previously served...

CONFERENCE CALL: EXPERT PANEL'S ADVICE: FORGET DOLLAR-COST AVERAGING

August 10, 1998

Scenes from the Institute for Certified Financial Planners conference in San Diego: Harold Evensky, Don Phillips and Roger Gibson agree: Dollar-cost averaging, or gradually investing a large chunk of assets to reduce the impact of a sudden correction,...

PEOPLE / TIM FERGUSON: GOT THE WHOLE WORLD IN HIS HANDS

August 3, 1998

Think globally. That's the mantra of Tim Ferguson, who is overseeing the $285 billion managed by Putnam Investments' equity and fixed-income groups. "You can't think of investments in just a U.S. sense anymore," says Mr. Ferguson, who earlier...

A LOT OF CATCHING UP TO DO TO BE NO. 15: GE TRYING TO BRING GOOD FUNDS TO LIFE

July 27, 1998

General Electric Co., a sleeping giant in investment services, is finally beginning to stir. But catching up to the competition will require some giant steps. After spending more than a year quietly plotting its strategy and struggling to integrate...

THANKS TO THE WORLD WIDE WEB, ANYBODY CAN GO WITH THE FUND FLOW: THE DATA ARE POPULAR BUT MAY NOT BE VALID

June 29, 1998

When it comes to mutual fund yardsticks, few are as closely watched -- or controversial -- as the daily and weekly estimates of shares bought and sold. Hedge funds, Wall Street investment strategists and even securities salesmen seek out the...

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