Subscribe

James Welsh

Displaying 8 results

Topic
  • News
  • November 29, 1999

Agents urged to woo brokers for clients

Like asking a toddler to share a favorite toy, insurance agents need to treat stockbrokers with kid gloves…

Topic

$143 MILLION A DAY ON CREDIT CARDS U.S. ON PLASTIC BINGE AS BANKRUPTCIES SOAR

Just in case you missed it: The Federal Reserve reported this month that consumers went on a spending…

Topic

TIGER BURNING BRIGHT ONCE AGAIN: ASIA FUNDS START TO SHOW STRIPES

Planners who slashed their clients’ exposure to emerging markets before the Asian debacle should take a bow. But…

Topic

EX-DENTIST TRIES TO DAM LINDNER FUNDS’ OUTFLOWS: TURNAROUND LIKE PULLING TEETH

These days mutual fund managers who invest in small-company value stocks are being hit with a double whammy.

Topic

JOHN D. HOUSER: THESE ACCOUNTANTS HOPE 1+1=10

Two heads are better than one when accountants get into money management. Two firms in Atlanta, Miller Ray…

Topic

GIVING 401(K) ADVICE A REAL HEADACHE

Two big questions for mutual funds and companies providing 401(k) retirement plans for employees: Should they also provide…

Topic

ADVISERS AREN’T BEATING DOWN DOORS OF STATE PREPAID TUITION SAVINGS PLANS: 34 STATES OFFER THEM, BUT BETTER WAYS SEEN

State-sponsored college savings plans, which started more than a decade ago, have blossomed across the country, but financial…

Topic

BROKERS HAPPY TO BACK INTO PROFITS FROM ANTI-FRONT-END-LOAD INVESTORS UPFRONT CHARGES DYING OUT AS BUYERS RESIST PAYING BEFORE RESULTS

Stockbrokers have taken much heat for resisting the trend to sell mutual funds that don’t pay them an…