fixed-income products

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  Richard Ketchum: The 2013 IA 25 Extended Profile

  By Melanie Waddell, AdvisorOne  |  May 14, 2013

  FINRA CEO Ketchum says that the regulator continues to believe current levels of advisor oversight and exams are "unacceptable and a risk to investors."

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  5 Strategies for Today’s Fixed-Income Market

  By Janet Levaux, AdvisorOne  |  May 3, 2013

  There are several steps investors and their advisors may want to consider to counter the possible impact of rising interest rates, Nate Carlon of Burnham Gibson says.

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  Nontraded REITs: Friend or Foe?

  By Joyce Hanson, AdvisorOne  |  April 29, 2013

  Nontraded REITs may be unsuitable for older investors because of their need for liquidity, but they have their defenders in today's booming real estate market.

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  Raymond James to Roll Out New Pay Grid for Employee Reps

  By Janet Levaux, AdvisorOne  |  January 17, 2013

  New plan has more payout levels and is “product neutral”; it also eliminates discounting penalties.

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  Clearing's New Space

  By Jane Wollman Rusoff  |  August 23, 2012

  In these challenging times—lethargic economy, record-low interest rates, high market volatility, softer trading volumes and a regulatory overhaul—the top firm in the clearing space has decided to totally transform its business model.

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  Navigating the Long, Forked Road to a Retirement Paycheck

  By Gil Weinreich, AdvisorOne  |  July 17, 2012

  To annuitize or not to annuitize? That’s just one of many questions financial advisors face in the seemingly simple but actually complex effort to produce a paycheck for retirement clients.

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  FDIC Warns on Risks of Market-Linked CDs

  By Gil Weinreich, AdvisorOne  |  May 22, 2012

  A new consumer alert from the FDIC on market-linked CDs, one of the most popular structured products, counsels investors not to let the possibility of higher returns obscure their view of the risks.

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  BofA Lowers Fees, Expands Online Platform for Merrill Edge

  By Janet Levaux, AdvisorOne  |  January 17, 2012

  These changes aim to boost business with Bank of America-Merrill's mass-affluent investors who do most of their trading online.

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  BondDesk’s New Partnership With Trade West Creates ‘Retail Supermarket for Bonds’

  By Joyce Hanson, AdvisorOne  |  November 21, 2011

  BondDesk's deal with Trade West gives investors access to individual bond sales via third-party platforms that compete with the BondDesk automated trading system.

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  Economy Calls for Dividend Yield-Based Portfolios, O'Shaughnessy's Meredith Says

  By Marlene Y. Satter, AdvisorOne  |  October 26, 2011

  Dividend-paying companies provide higher returns in tough markets, according to O'Shaughnessy Asset Management's director of research.