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Steve Daniels

A native of Wilmette, Steve is a graduate of Kenyon College in Gambier, Ohio, and has a master's degree in journalism from Northwestern University's Medill School of Journalism.

Displaying 113 results

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CITIBANK? CHANGE THAT TO CITIADVISER: IT’S TURNING BANKERS INTO STOCK, INSURANCE BROKERS

Citigroup is embarking on a bold nationwide campaign to transform its retail banking franchise into a financial services…

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PERFORMANCE ANXIETY SEEN INCREASING AS INVESTORS ZERO IN ON FUND EXPENSES

A day of reckoning is coming for money managers, as investors begin to fixate on escalating management fees…

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DIRECT HIT: FUNDS FLOW THE OTHER WAY; MARKET SHARE PETERING OFFERS MORE EVIDENCE OF PLANNERS’ POWER

Numbers don’t lie. The percentage of mutual funds sold directly through the mail or via toll-free numbers has…

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INDEPENDENT FUND DIRECTORS GET BOOST FROM SEC ON LEGAL FEES FOR BOARD FIGHTS: YACKTMAN CASE FINDING MAY ADVANCE DISSENT

A recent opinion by the Securities and Exchange Commission’s legal staff that helps Yacktman Funds’ directors ousted in…

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VENTURE CAPITALISTS’ CUP RUNNETH OVER: MORE MONEY THAN PROJECTS: RECORD INFLOWS MEAN EVEN MANUFACTURERS ARE CALLED ATTRACTIVE

If you’re looking for financing from venture capitalists, put an “e-” in front of your company’s name and…

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BULL’S EXIT BRINGS ON THE BEARS: SWOOSH! HOW NIKE, OTHER STOCKS WITH LINKS TO JORDAN LOST $32.4 B

Even Michael Jordan saw his average fall a few points during his spectacular basketball career. But nothing like…

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LOOKING FOR MR. GOODBANK?: ILLINOIS BANK SEEKING TO FINANCE PURCHASES OF PLANNERS’ PRACTICES

A small Chicago-area bank has become the first financial institution to act on predictions of a wave of…

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THESE FUNDS SIZZLE, BUT NEW INVESTORS MAY NOT BE PREPARED FOR HEAT: THE DERIVATIVES THAT FUEL RETURNS COULD SCALD

Some new names are topping the mutual fund performance lists, and they’re not of the household variety. Last…

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STRATEGY LOWERS CAPITAL GAINS: FUNDS EYE PLOY TO CUT TAX BILL ON PAYOUTS

An obscure tax strategy that is sure to appeal to tax-sensitive investors is capturing more attention from mutual…

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AMEX MOVES TO HALT EXODUS

If you can’t beat ’em, join ’em. American Express Financial Advisors, tired of costly court battles over top…