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News
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How Can Advisors Build a More Modern Portfolio?
May 16, 2012Following a pair of bear markets, advisors know the days of buy-and-hold investors with 60/40 portfolio allocations are over. But if a 60/40 allocation is no longer relevant, what is the right mix?
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Benjamin Edwards Adds Wells Fargo Advisor in Kansas
May 16, 2012The hiring brings the total number of employees in the Wichita office to four.
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Raymond James Lands $1.7 Million Advisor Team in Denver
May 16, 2012Raymond James this week said financial advisors John Nice, Brian Trujillo, Steven Ringquist and Bradley Trujillo, collectively working as The Nice Group, have joined the firm’s office Denver.
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Investors Again Snub U.S. Stock Funds
May 16, 2012For the week ended May 9, investors pulled an estimated $2.41 billion from U.S. stock mutual funds. Since the beginning of the year, the funds have lost more than $34 billion in outflows.
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Discovering New Ways to Use ETFs
May 16, 2012Institutional investors that began using exchange-traded funds for manager transitions, rebalancing and other tactical applications are increasingly using these products for more strategic purposes.
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Barclays Beefs Up Wealth Management Unit in NYC
May 16, 2012Barclays has added a quartet of investment reps from Deutsche Bank and Morgan Stanley Smith Barney to bolster its wealth and investment management group in New York.
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Advisors Eye Alternatives, Question Buy-and-Hold Approach
May 16, 2012According to the 2012 Natixis Global Asset Management U.S. Advisor survey, the global financial crisis and uncertain market recovery has accelerated interest in alternative investing.
Editor's Choice
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Gift Tax Exceptions Every Advisor Should Know
March 30, 2012Not every gift is a taxable gift, according to the IRS. If you gave money or property to someone as a gift, the following gifts are not taxable gifts:
Current Issue
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The May issue is now online!
Counseling Clients Through Mental Illness
Personal experience has prompted one Ameriprise advisor and his team to build an unexpected niche.
REITs: Looking Sweet on the Balance Sheet
But can they keep their stellar performance going?
Five Questions With Daniel Kahneman
Nobel prize laureate/author of Thinking, Fast and Slow discusses the book and how it can be applied to financial advisers.
The Emerging Markets Push
Greater distribution of wealth in undeveloped nations offers more options to diversify portfolios.
The Reactivation Plan
Here's how to turn inactive clients into productive ones.
The Retirement Touchstone
Advisors must realistically assess their clients' readiness for life after work.
Lisa Shalett
The managing director and chief investment officer of Merrill Lynch Global Wealth Management discusses her 18 years in the securities business.
