Ibbotson Associates

• Highlights of Q1 Target-Date Report

  By Janet Levaux, AdvisorOne  |  May 24, 2012

  The average return for target-date funds during the first quarter of 2012 was close to 9%, which is about 3.5% below the S&P 500 Index

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  Five Facets of a Secure Retirement

  By Peng Chen  |  May 22, 2012

  For typical retirees in the United States, their goal is to fund a comfortable retirement.

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  Top Portfolio Products: New Corporate Bond ETF From iShares

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

  Global X launches MLP ETF, and AdvisorShares plans Global Echo sustainable ETF launch in May.

• Target Funds Post Strong Q4, Inflows

  By Janet Levaux  |  February 24, 2012

  Last year ended with a strong quarter as U.S. equity markets recovered from a tough third quarter.

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  New Hire Roundup: Conley Rises at SEC

  By Marlene Y. Satter  |  October 13, 2011

  This week in new hires, Michael A. Conley was named deputy general counsel in the SEC’s office of general counsel. Also, Scott L. Lummer was named CIO and head of Savant Investment Group’s new Santa Rosa office.

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  Top 6 Portfolio Products: Merk Currency; Invesco Bond Funds Launched; Goldman Shuts Alpha

  By Marlene Y. Satter  |  September 16, 2011

  Fidelity just offered new searchable fixed-income research, and S&P said it will soon present its second annual mutual fund excellence awards.

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  Morningstar Adds ETF Offerings to Its Managed Portfolios Platform

  By John Sullivan, Advisorone  |  September 16, 2011

  Morningstar announced a suite of new offerings on Thursday on its Morningstar Managed Portfolios platform, a fee-based, discretionary investment management program offered through financial advisors.

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  Hedge Funds? Forget It, Say ETF Experts. Try Replicating Them Instead.

  By Joyce Hanson, AdvisorOne  |  June 24, 2011

  IndexIQ CEO Adam Patti works with RIAs to create new ETFs, including ones that replicate hedge funds, but at a much lower cost.

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  Five Steps to a Successful Retirement Income Strategy

  By John Sullivan, Advisorone  |  February 18, 2011

  Envestnet/PMC’s Henkel says little thought is given to sources of retirement income.

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  Peng Chen Promoted to Head Morningstar’s Investment Management Operations

  By James J. Green, AdvisorOne  |  November 10, 2010

  Peng Chen, the Ibbotson Associates president, was named Wednesday to the new post of president of the Chicago-based company's Investment Management division.