Theory & Strategy

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  Don’t Sell in May, Says Raymond James Strategist

  By Janet Levaux, AdvisorOne  |  April 29, 2013

  Raymond James Chief Investment Strategist Jeffrey Saut tells advisors that the strong market should continue for several months.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Will Indexing Kill the Market?

  By Marshall Jaffe  |  April 29, 2013

  One of the fundamental laws of investing is that when everyone agrees on something there is something important they are not seeing.

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  Wealth Rises for Top Earners, Declines for the Lower 93%: Pew

  By John Sullivan, AdvisorOne  |  April 26, 2013

  Occupy Wall Street might have to widen its target; from now on, call them “the 93%.”

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  Investors Are Optimistic, but More Conservative, Franklin Templeton Finds

  By John Sullivan, AdvisorOne  |  April 26, 2013

  Despite an overall positive outlook, avoiding loss, rather than achieving higher returns, is still a top priority.

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  Nominees for the 2013 SMA Managers of the Year: Tough and Getting Tougher

  By John Sullivan, AdvisorOne  |  April 25, 2013

  Presenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.

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  Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’s

  By Gil Weinreich, AdvisorOne  |  April 25, 2013

  Advisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might think—but Vanguard answers back to AdvisorOne.

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  2013 SMA Managers of the Year Nominees: U.S. Large-Cap Equity

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this crowded space—BRC, Robeco, TCW and Wedgewood Partners—offer SMA products featuring solid, repeatable strategies backed by four solid firms.

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  2013 SMA Managers of the Year Nominees: International/Global Equity

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this category—Thomas White and Harding Loevner—believe in boots on the ground and a four-step process for success in ADRs.

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  2013 SMA Managers of the Year Nominees: U.S. Small-, Mid- or SMID-Cap Equity

  By John Sullivan, AdvisorOne  |  April 25, 2013

  The nominees in this category—from EARNEST, GW&K, Glenmede and Riverbridge—demonstrate that good things can come in small (and SMID) packages.