Cover Story
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Boom Times for Mutual Funds
The numbers are in. Good news, everyone's a genius again. A year after the market hit bottom, you wouldn't know there was a recent recession judging from the performance of mutual funds.
Features
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Branch Managers Of The Year
In a year of change, these branch managers distinguished themselves. They are the winners of MainStay Investments' and On Wall Street's Third Annual Branch Managers of the Year Awards.
Peak Performance
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Natural Resources: A Natural Fit To Your Client's Portfolio
Investments in water, timber, metals and gas are subject to the same forces as traditional asset classes, but the journey from nature to portfolio can take many paths.
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In Defense Of Modern Portfolio Theory
MPT was misapplied by a lot of people -- but that doesn't mean it's a bad theory
Street Scene
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Goldman Sachs Feels The Heat, Making It Tough For Advisors
Some say the SEC's case against Goldman is weak; others say it may force a uniform fiduciary standard.
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Courts Say You Can Charge Higher Fees, But It Still May Not Be Wise
Don't expect any upward trend in fees as a result of the decision.
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Five Questions with Daniel Banis
An EVP of Sales and Strategy at MullinTBG discusses investment options of high-income executives and what advisors need to know.
Street Talk
Your Practice
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Keeping In Touch And Getting New Business With Social Media
Confusion reigns on just what is allowed when it comes to social media - some advisors share with us how they use it.
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Do You Always Have A Right To An Attorney In Arbitration?
Our legal expert answers your questions.
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Even Confident Investors Need Help After Major Life Changes
A lack of liquidity and diversification are one matter - when it's compounded by college expenses and an unexpected death, it's a different matter entirely.
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Meeting The New Boss, Making The Right Impression
Odds are good you've had a new manager - with some political savvy, you can make the best of it.
The Wealthy Retiree
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X Marks The Spot
The generation after the boomers has 45 million people who are often overlooked by service providers and are approaching their biggest accumulation years. So, where are you, slacker?
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Back To The Future?
What You Need to Know as Congress Mulls Estate, Gift and GST Tax Regimes.
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