News

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  Honoring Advisors Who Serve(d): Memorial Day, 2013

  By James J. Green & Ron Pechtimaldjian  |  May 24, 2013

  In our latest slideshow honoring advisors and their partners—and one famous non-advisor, PIMCO’s Bill Gross—who served in the armed forces, we present 18 veterans deserving of praise.

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  Where Does the Money Go in IRAs?

  By John Sullivan, AdvisorOne  |  May 23, 2013

  It’s a salient question asked and answered by the EBRI in its latest analysis of the savings plans.

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  Wealthy Families Not Addressing Major Risks in Financial Plan

  By Danielle Andrus, AdvisorOne  |  May 23, 2013

  A study released Tuesday by U.S. Trust identified wealthy families’ collective health as a risk to wealth.

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  Program-Related Investing Has Yet to Attract Foundations

  By Michael S. Fischer  |  May 23, 2013

  Program-related investments can help foundations achieve their charitable goals while generating financial returns, but U.S. foundations have been slow to adopt their use.

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  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

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  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

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  Advisors’ Tech Strategies Help Boomers but Ignore Gen X and Y

  By Joyce Hanson, AdvisorOne  |  May 21, 2013

  RIAs are making the mistake of inventing non-tech-related strategies for boomer investors at the expense of developing innovations for Gen X and Gen Y clients, says Fidelity.

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  Stocks Have Room to Rise, but So Do Interest Rates: J.P. Morgan’s Kelly

  By Joyce Hanson, AdvisorOne  |  May 17, 2013

  J.P. Morgan Asset Management's David Kelly believes the biggest drag on the U.S. economy is the Federal Reserve, and investors must prepare for inflation.

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  IRS Scandal Has Charities Worrying About ‘Collateral Damage’

  By Michael S. Fischer  |  May 16, 2013

  Charitable nonprofits worry that investigations revving up in Washington over the IRS' targeting of conservative groups will further delay applications for tax-exempt status and impede their activities.

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  3 Successful M&A Exit Strategies

  By John Sullivan, AdvisorOne  |  May 15, 2013

  If you have one buyer and one seller, you won’t get what you want, says one veteran dealmaker.