Beyond Reproach: Actualizing a Client\'s Deepest Social Values
July 6, 2010
David B. Loeper, written for Transitions Magazine
Financial Reform Bill Will Shaft Consumers
June 25, 2010
David B. Loeper, written for Forbes.com
The debate goes on: To Roth or not to Roth?
April 4, 2010
An edited transcript of an InvestmentNews.com webcast held in New York on March 9. Moderators were InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. Panelists were Ed Slott and David B. Loeper.
Your Clients\' Lives Are NOT a Game
March 30, 2010
David B. Loeper, written for Advisor Perspectives
No Shell Game? Then What Is It?
March 16, 2010
David B. Loeper, written for Advisor Perspectives
Beyond Reproach: Are You a Fiduciary?
March 3, 2010
David B. Loeper, written for Transitions Magazine
Breaking the Track Record Addiction to Build a Practice that is "Beyond Reproach"
February 2, 2010
David B. Loeper, written for Transitions Magazine
Keeping Your Resolution to Build a Practice That is "Beyond Reproach"
January 6, 2010
David B. Loeper, written for Transitions Magazine
BEYOND REPROACH - A New Year, a New Vision and a New Practice that is "Beyond Reproach"
December 1, 2009
David B. Loeper, written for Transitions Magazine
To Roth or not to Roth, That is the Question
December 1, 2009
David B. Loeper, covered by Advisor Perspectives, originally published on financeware.com
The Difference between Measuring and Managing Investment Results
November 30, 2009
David B. Loeper, covered by Horsesmouth, originally published on financeware.com
401(k) Fee Disclosures Are Coming
November 3, 2009
David B. Loeper, written for The Dow Jones Newswire
The Prudent Man versus the Prudent Expert
November 1, 2009
David B. Loeper, written for The Registered Rep.
BEYOND REPROACH - Ethics, Integrity, and Trust
November, 2009
David B. Loeper, written for Transitions Magazine
401(k) Participants, Advisors Hurt By High Fees
October 8, 2009
FA Magazine
Retirement Plans Torpedoed Despite Rally
August 24, 2009
Joe Mont, The Street
Also covered in:
Yahoo Finance
The Compound Return Shell Game
August 21, 2009
David B. Loeper, written for Forbes.com
Broker/Dealer Briefing: Fidelity Enhances Broker Workstation
August 1, 2009
James J. Green, Investment Advisor
How Much Is Your 401(k) Costing You?
July 29, 2009
Robert Brokamp, written for GetRichSlowly.org
10 ways to rate your financial adviser
May 26, 2009
Claes Bell, Bankrate.com
Also covered in:
CNBC.com
Yes, you can keep 401(k) costs in check
May 18, 2009
Scott Burns, Dallas Morning News
A Response to "Odds on Imperfection: Monte Carlo Simulation"
May 12, 2009
David B. Loeper, written for Advisor Perspectives
It\'s time to \'fix\' the 401(k) plan
April 26, 2009
David B. Loeper, written for Investment News
Retiring? Read these books
April 25, 2009
Associated Press, BradentonHerald.com
10 Ways to Lower Retirement Costs
April 13, 2009
Emily Brandon, U.S. News & World Report
The Difference between Measuring and Managing Investment Results
March 3, 2009
David B. Loeper, written for Advisor Perspectives
Stop Your 401(K) From Robbing Your Savings
March 1, 2009
Dayana Yochim, The Motley Fool
Podcast of Radio Interview with Vince Rowe
February 27, 2009
The Vince Rowe Radio Show, KJCE 1370AM, Austin, TX
The 5 Biggest Lies on Wall Street
February 19, 2009
Michael Brush, MSN Money
Diversification - When More Is Less
December 16, 2008
David B. Loeper, written for Advisor Perspectives
Also covered in:
IMCA - Industry Spotlight Series
Responses to letters on Diversification - When More Is Less:
Advisor Perspectives
Get Ready for the 401(k) Wars
September 10, 2008
Laura Rowley, Yahoo Finance
When Will Objectivity Enter the Active vs Passive Debate?
August 19, 2008
David B. Loeper, written for Advisor Perspectives
Challenges Mount for 401k Fiduciaries
July 29, 2008
Robert Huebscher, Advisor Perspectives
Parking 401(k) at old job could be best way to go
July 27, 2008
Janet Kidd Stewart, Chicago Tribune
This Summer Finance Reading Is too Hot for Beach
July 21, 2008
John F. Wasik, Bloomberg
Also covered in:
NY Daily News
Boston.com
Truth in Labeling - New Research from FundGrades
July 8, 2008
Katie Southwick, Advisor Perspectives
Financial advisers, sponsors offered new yardstick for retirement plan fees
May 26, 2008
Sue Asci, InvestmentNews
The High Cost of 401(k) Fees: How Much Are You Paying?
May, 2008
Mary Beth Franklin, Kiplinger.com
Retirement Income; Facing Health Care Costs
March 24, 2008
Andrew Coen, Investment News
401(k) Questions, Answered
March 5, 2008
Kimberly Palmer, U.S. News and World Report
Excessive Fees Put Bite on Retirement
February 18, 2008
Terry Savage, Chicago Sun-Times
Also covered in:
Creators.com
Ask an author: David Loeper here to answer your 401k questions!
February 18, 2008
Forum, Wisebread.com
Is Your 401(k) Plan Ripping You Off?
February 17, 2008
Terry Savage, Chicago Sun-Times
"The Fee Fighter", p. 25
January, 2008
Money Magazine
Fighting the Good Fight on 401(k)s
December 1, 2007
Elizabeth D. Festa, Investment Advisor
FundGrades: Exposing the Weaknesses in Peer Group Comparisons
December, 2007
Advisor Perspectives
Advisor Perspectives - Our Analysis of FundGrades
December, 2007
Advisor Perspectives
Beware Excessive Fees on Target-Date Funds
November 9, 2007
Christopher Sahl, The Street
Time for Employers to Cut Cord to 401(k) Plans
November 5, 2007
John F. Wasik, Bloomberg
Also covered in:
Washington - News Tribune
Tracking Error and the Efficient Frontier
October 31, 2007
Brian C. Blanchett and David M. Blanchett, IndexUniverse.com
Retirement plan fees receive increased scrutiny
October 29, 2007
Janice Fioravante, The Christian Science Monitor
Also covered in:
Benefits Link Newsletter
Fees can pile up with 401(k) plans
October 28, 2007
Joe Ruff, Omaha World-Herald
New Tools Arrive to Rate Mutual Funds, ETFs
October 27, 2007
Eleanor Laise, The Wall Street Journal (Subscribers may access the article through the WSJ site)
Also covered in:
ETF Trends
Small Business Boomers
Advisers Offered New Rating Yardstick
October 15, 2007
Sue Asci, InvestmentNews
Are 401(k) Fees Costing Employees?
August 30, 2007
Andrew Cannarsa, The Examiner
Many fees hidden for 401(k)s
August 13, 2007
Pamela Yip, Dallas Morning News
Also covered in:
The Barre Times Montpelier Argus
Denton Record-Chronicle
North Carolina - Star News
The Providence Journal
Steamboat Pilot & Today
Texas Cable News
World News Network
Some VA-related costs in 401(k)s are exorbitant, according to critics
April 9, 2007
Kathie O\'Donnell, InvestmentNews
Comments on 401(k) Fee Disclosures to the U.S. Department of Labor
David B. Loeper, CIMA®, CIMC®
Streaming Audio and Video Interviews
March 7, 2008: Chris Witting, of InfoTrak, interviewed David Loeper about excessive fees and expenses in today\'s 401(k) industry. Click here to listen to the interview.
January 29, 2008: Garrett Sutton, of Success DNA\'s Wealth Talk America, spoke with David Loeper on "Stop the 401(k) Rip-off!" Visit Success DNA to listen to listen to the interview.
January 24, 2008: David Loeper was interviewed about the 401(k) Ripoff live on KVVU-TV\'s morning show in Las Vegas. To view the interview, click here.
January 11, 2008: Paul Merriman, host of Sound Investing, interviewed David Loeper about 401(k) plans and fees and his new book. To listen, click here to download and listen to the interview.
Also linked in:
StreetIQ
November 26, 2007: Michael Dresser, host of "Authors, Answers and Solutions," interviewed David Loeper to talk about his new book "Stop the 401(k) Rip-off!" To listen, click here to directly open the interview.