Theory & Strategy

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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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  Top 30 Colleges for Highest Starting Salaries

  By Dan Berman, AdvisorOne  |  May 21, 2013

  Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs.

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  Matthews Asia Joins Frontier Rush

  By John Sullivan, AdvisorOne  |  May 20, 2013

  “We’re seeing certain markets that are at the same point China was 20 years ago,” a Matthews portfolio manager said.

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  MFS Investment Management: ‘The Quiet Company With Lots of Success’

  By John Sullivan, AdvisorOne  |  May 19, 2013

  MFS is the nation’s oldest mutual fund company, widely credited with developing the nation’s first mutual fund.

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  Where are the Financial Geniuses?

  By Gil Weinreich, AdvisorOne  |  May 17, 2013

  Research Affiliates says firms seeking to find patterns of mispricing must encourage the critical evaluation of nonconformist ideas.

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  Top 10 Most Disliked U.S. Companies: 2013

  By Ron Pechtimaldjian, AdvisorOne  |  May 17, 2013

  AdvisorOne focuses on the bottom 10 in a Harris poll ranking consumers’ opinion of the reputation of America’s 60 most visible companies.

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  Is Your Client a Skittish Investor? Russell Offers Calming Tool

  By Joyce Hanson, AdvisorOne  |  May 16, 2013

  Advisors can struggle to help clients set realistic expectations for portfolio performance and avoid obsessing over day-to-day market movements.

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  3 Market Strategies for Advisors, Investors From Russell

  By Janet Levaux, AdvisorOne  |  May 15, 2013

  The investment group also has four steps advisors and clients may want to consider for the rest of the year in their bond investments.

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  Advisors May Be Crazy, Like a Fox

  By Bob Clark, AdvisorOne  |  May 15, 2013

  What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?