Buying Index Funds Through Brokers is Costly Study Shows
By: The St. Petersburg Times (Dec 2006)
St. Petersburg Times's "Buying Index Funds Through Brokers is Costly Study Shows" cites research conducted by Dr. O'Neal that shows that brokers tend to push investors towards higher cost index funds.
Equity-linked structured notes
By: Securities Litigation & Consulting Group (Dec 2006)
SLCG issues a press release announcing the release of its study of equity-linked structured notes.
Steering Investors to Sure-Fire Lower Returns
By: The Los Angeles Times (Dec 2006)
Although one would expect using a professional advisor to improve an investor's performance, instead the investor pays a significant penalty," says Dr. O'Neal in The Los Angeles Times' "Steering Investors to Sure-Fire Lower Returns." "When investors used brokers they paid twice: First, they paid the broker; second, they paid a penalty in the form of higher fund fees."
Research on Variable Annuities, Equity-Indexed Annuities and Structured Products
By: Craig McCann (Dec 2006)
Dr. Craig McCann presented his research on variable annuities, equity-indexed annuities and structured products to the North American Securities Administrators Association's (NASAA) Attorney Investigator Training conference.
Indexed-Annuities: Too Good to be True?
By: Kiplinger (Sep 2006)
Kiplinger's Retirement Report quotes Dr. McCann on equity-indexed annuities' costs and complexity in "Indexed-Annuities: Too Good to be True?"
3 Retirement Deals You Can Do Without
By: Money Magazine (Aug 2006)
Money Magazine's September 2006 issue "3 Retirement Deals You Can Do Without" quotes Dr. McCann on the complexity and cost of equity-indexed annuities.
Excessive fund fees
By: Edward O'Neal (Jun 2006)
Dr. O'Neal was on a panel at the annual Institutional Investor meeting for Mutual Fund Counsel speaking about how to grapple with the issue of excessive fund fees.
Homework Key to Avoiding Investor Pitfalls
By: The Washington Post (May 2006)
The Washington Post's "Homework Key to Avoiding Investor Pitfalls" quotes Dr. O'Neal on the academic research demonstrating that mutual fund managers cannot consistently beat the market.
Citigroup Ruling May Embolden Affluent Investors
By: The Wall Street Journal (May 2006)
The Wall Street Journal's "Citigroup Ruling May Embolden Affluent Investors" discusses in detail Dr. McCann's involvement in an arbitration proceeding in Cleveland, OH between a wealthy investor and Citigroup over client presentations made by its private client group.
Annuities With an S&P Return
By: The Washington Post (Apr 2006)
The Washington Post's "Annuities With an S&P Return" quotes Dr. McCann on the merits of equity-indexed annuities as a substitute for portfolios of stocks and bonds.
