Fidelity

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  Top Portfolio Products: Putnam Launches 6 New Funds

  By Marlene Y. Satter, AdvisorOne  |  March 22, 2013

  Other new products include new retirement share classes for seven of Neuberger Berman’s funds and an Islamic index series from Russell.

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  Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass Affluent

  By Joyce Hanson, AdvisorOne  |  March 12, 2013

  For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.

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  High Flyin’: Revisiting the Hybrid Model With HighTower

  By Bob Clark, AdvisorOne  |  February 25, 2013

  A few years ago, I did some publishing consulting work for Elliot Weissbluth, the CEO of HighTower Advisors in Chicago.

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  Fidelity: Majority of Retirees Have Not Taken RMDs for 2012

  By John Sullivan, AdvisorOne  |  November 29, 2012

  It’s understandable why too many individuals of retirement age forget, delay or simply refuse to take their required minimum distributions.

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  Revolutionizing Advice, Pt. 2: Transforming the BD Advisor

  By Sanjiv Mirchandani, National Financial  |  November 20, 2012

  The nature of the advice investors demand is changing, as are investors and advisors themselves. In the conclusion of this two-part series, how broker-dealers can transform their advisors to benefit from Advisor 2.0.

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  Tech Talk: Commonwealth, Raymond James Roll Out New Software Tools for Reps

  By Janet Levaux, AdvisorOne  |  August 24, 2012

  The new programs focus on daily trading operations as well as financial planning, the firms say.

• Fidelity, Schwab, Scottrade Wrestle With Facebook Fallout

  By John Sullivan, AdvisorOne  |  May 25, 2012

  NASDAQ now counts 30 million improperly executed shares.

• Lifecycle Products Grew 8% in Q4 to $842 Billion

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.

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  Lifecycle Funds Grew 8% in Q4 to $842B

  By Janet Levaux, AdvisorOne  |  March 8, 2012

  Assets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.

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  Direct Providers Threaten Advisors’ Client Base: Cerulli

  By Marlene Y. Satter, AdvisorOne  |  February 23, 2012

  Those advisors most in jeopardy are those who compete most directly with providers such as Schwab, Fidelity and E*Trade.