momentum partners, LLC*tel. 508.292.9802*
Momentum Partners, LLC
News & Articles

Lisa Cohen is the author of Registered Rep's Fund House column, and appears often at industry conferences and in the media. Check back for recent articles and other quotes of note.


Momentum Partners, LLC

Spring 2009 - PDF

Fall 2008 - PDF


MutualFundMarketWire.com

October 16, 2008
A Good Offensive Strategy is Key for Fund Companies

September 14, 2008
Opportunity Still Lurks for Fund Managers

September 4, 2008
Stories Stick in Down Markets


Financial Times

Dilemma for mutual fund managers | June 2008 - PDF

Rep

The Price is Not Right | September 2007 - PDF
The Off the Shelf... Advisor | April 2007 - PDF
Defeat - at Your Own Hands | February 2007 - PDF
True Innovation or Mere Fashion | December 2006 - PDF

Ignites

Wells Nixes Evergreen Brand, Cieszko Departs - PDF
Ignites Q&A with Lisa Cohen - PDF
Reynolds's Putnam Makeover Takes on Familiar Look - PDF
MoneyVoices: What Funds Need to Do to Survive - PDF
The Great Purge: Liquidations to Dominate 2009 - PDF
Your Q and A - What Subadvisor Opportunities Exist - PDF
How the Rise of Mega-Banks Will Change Distribution - PDF
Some Conservative Allocation Funds Fail Safety Test - PDF
Consolidation of Money Funds Coming - PDF
Evergreen's Fate Hangs in Balance of Bank Battle - PDF
BoA's Merrill Bid Is Dawn of New Distribution Era - PDF
Morgan-Wachovia Combo May Yield Weak Fund Giant - PDF
Are Some Money Funds Price Gouging? - PDF
Get Niche or Get Left Behind - PDF
New Product Designs Lack Investor Focus - PDF
Ditch the Pitch, FAs Crave Technical Analysis - PDF
Firms Subadvisory Marriages Need Work - PDF
How One Small Shop Got Past the Gatekeepers - PDF
BlackRock Skyrockets in Web Rankings - PDF
How Will Advisors Screen Target-Date Funds - PDF
Wealthy Rank Most Prestigious Fund Brands - PDF