http://wheredoesallmymoneygo.com/point-of-sale-disclosure-for-mutual-funds-miss-the-mark/ A personal finance blog written by Preet Banerjee Sat, 11 Feb 2012 16:22:10 +0000 hourly 1 http://wordpress.org/?v=3.1.2 http://wheredoesallmymoneygo.com/point-of-sale-disclosure-for-mutual-funds-miss-the-mark/#comment-7229 Naheed Gilani Wed, 05 Jan 2011 04:18:48 +0000 http://wheredoesallmymoneygo.com/?p=2738#comment-7229 Are there any point of sale requirements on unlicensed, advice only/fee based investment consultants? Are there any point of sale requirements on unlicensed, advice only/fee based investment consultants?

]]> http://wheredoesallmymoneygo.com/point-of-sale-disclosure-for-mutual-funds-miss-the-mark/#comment-6293 Preet Sat, 24 Jul 2010 04:05:16 +0000 http://wheredoesallmymoneygo.com/?p=2738#comment-6293 Yes, the third party fund facts are more useful. Ironically, this only adds to the cost of running a fund for not much value in return. Yes, the third party fund facts are more useful. Ironically, this only adds to the cost of running a fund for not much value in return.

]]> http://wheredoesallmymoneygo.com/point-of-sale-disclosure-for-mutual-funds-miss-the-mark/#comment-6292 Preet Sat, 24 Jul 2010 04:04:33 +0000 http://wheredoesallmymoneygo.com/?p=2738#comment-6292 Agreed - I'm an advocate of revamping the entry requirements for financial advisors. Agreed – I’m an advocate of revamping the entry requirements for financial advisors.

]]> http://wheredoesallmymoneygo.com/point-of-sale-disclosure-for-mutual-funds-miss-the-mark/#comment-6291 CanadianInvestor Sat, 24 Jul 2010 03:56:16 +0000 http://wheredoesallmymoneygo.com/?p=2738#comment-6291 Good post. It looks like a form whittled down to nothing, something for the victim, er investor, to take home and put in the recycling basket or in the file with his/her statements, never to see the light of day again. Good post. It looks like a form whittled down to nothing, something for the victim, er investor, to take home and put in the recycling basket or in the file with his/her statements, never to see the light of day again.

]]> http://wheredoesallmymoneygo.com/point-of-sale-disclosure-for-mutual-funds-miss-the-mark/#comment-6121 Finance et investissement Mon, 19 Jul 2010 14:32:39 +0000 http://wheredoesallmymoneygo.com/?p=2738#comment-6121 [...] à la seule lecture du « Fund fact ». En fait, déplore le conseiller Preet Banerjee sur son blog Where does all my money go ? l’investisseur doit s’informer au préalable, par l’entremise de son conseiller. C’est [...] [...] à la seule lecture du « Fund fact ». En fait, déplore le conseiller Preet Banerjee sur son blog Where does all my money go ? l’investisseur doit s’informer au préalable, par l’entremise de son conseiller. C’est [...]

]]> http://wheredoesallmymoneygo.com/point-of-sale-disclosure-for-mutual-funds-miss-the-mark/#comment-6114 Michael James Mon, 19 Jul 2010 00:58:36 +0000 http://wheredoesallmymoneygo.com/?p=2738#comment-6114 Hear, hear! Financial advisors are in a position to help or harm their clients. POS disclosure must focus on the potential conflicts of interest of the advisor, not the funds. The fund information in disclosures may as well be written in a foreign language for most investors. Hear, hear! Financial advisors are in a position to help or harm their clients. POS disclosure must focus on the potential conflicts of interest of the advisor, not the funds. The fund information in disclosures may as well be written in a foreign language for most investors.

]]> http://wheredoesallmymoneygo.com/point-of-sale-disclosure-for-mutual-funds-miss-the-mark/#comment-6112 Tweets that mention Point Of Sale Disclosure For Mutual Funds Miss The Mark | WhereDoesAllMyMoneyGo.com -- Topsy.com Sun, 18 Jul 2010 23:40:40 +0000 http://wheredoesallmymoneygo.com/?p=2738#comment-6112 [...] This post was mentioned on Twitter by Preet Banerjee, Dawn-Renee Mack. Dawn-Renee Mack said: Point Of Sale Disclosure For Mutual Funds Miss The Mark http://bit.ly/aDYu2B [...] [...] This post was mentioned on Twitter by Preet Banerjee, Dawn-Renee Mack. Dawn-Renee Mack said: Point Of Sale Disclosure For Mutual Funds Miss The Mark http://bit.ly/aDYu2B [...]

]]>