Barclays

• Vanguard Shares Latest Fund Changes

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Vanguard is tweaking the asset mix of 20 funds, including several target-date retirement funds, “to further diversify these broad, balanced portfolios” and to incorporate the new Vanguard Total International Bond Index Fund, now in registration with the SEC.

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  New Hire Roundup: BlackRock Names Shedlin CFO

  By Marlene Y. Satter, AdvisorOne  |  February 20, 2013

  This week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.

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  Conducting Due Diligence on Reverse Convertibles

  By Mike Patton  |  February 18, 2013

  This product can be a great income producer in these low-interest-rate times, but first take these steps.

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  Barclays, Morgan Stanley, Raymond James Grab Reps From Rivals

  By Janet Levaux, AdvisorOne  |  February 15, 2013

  The movement involves advisors with more than $15.6 billion in client assets under management and $36 million in yearly fees & commissions.

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  Should You Expose Your Clients to Managed Futures?

  By J. Gibson Watson III, Envestnet, and Rush Harvey, Envestnet | Prima  |  February 13, 2013

  The 2008 market star has dimmed considerably over the past three years, but understanding how managed futures work should give you insight into when they are a good fit for clients.

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  Vanguard Tinkers With 20 Funds, Including TDFs

  By Janet Levaux, AdvisorOne  |  February 6, 2013

  Vanguard said Wednesday it was tweaking the asset mix of 20 funds, including several TDFs, “to further diversify these broad, balanced portfolios” and to incorporate the new Total International Bond Index Fund.

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  The Pros & Cons of Alternative Mutual Funds

  By Ed McCarthy, CFP  |  January 27, 2013

  Analysts debate their short-term underperformance vs. longer-term potential

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  Top 7 Biggest Bank Fines

  By Dan Berman, AdvisorOne  |  January 11, 2013

  AdvisorOne finds that all of the biggest bank penalties have been levied in the last 10 years, with most of them since the financial crisis started in 2008.

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  For Bonds in 2013, Many Unhappy Returns: Fixed Income Analysts

  By Joyce Hanson, AdvisorOne  |  December 27, 2012

  The fiscal cliff, an accommodative Fed and slow economy will conspire to push yields down, say analysts with Loomis Sayles, LPL, Morgan Stanley and more.

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  Will Gold Lose Its Luster in 2013? Commodities Outlook

  By Janet Levaux, AdvisorOne  |  December 27, 2012

  Many analysts are generally bullish on commodities for 2013, expecting rises in precious-metals prices, but the World Bank disagrees with the consensus.