investment solutions

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  TDFs Popular Among Retirement Plans, but Not as Default

  By Danielle Andrus, AdvisorOne  |  October 16, 2012

  Target-date funds are increasingly more common in defined contribution plans, but few plan sponsors have adopted them as their default investment option for participants, AllianceBernstein found in a survey released Tuesday.

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  Time to Consider Alternatives to Money-Market Funds

  By Brian Schreiner  |  September 25, 2012

  They’ve been go-to funds for decades, but in recent years just about everything in the investment world has changed and money funds are no exception.

• T. Rowe Shares Positive Results in Q2

  By Janet Levaux, AdvisorOne  |  August 23, 2012

  T. Rowe Price said it had net revenues of $736.8 million, net income of $206.8 million, and diluted earnings per common share of $.79, in the second quarter.

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  Schwab Charitable’s Assets, Grants Set Records in FY12

  By Michael S. Fischer  |  July 27, 2012

  Schwab Charitable reported this week that its charitable assets under management rose to a record $3.2 billion in the 2012 fiscal year ended June 30, an increase of 3.6% over the previous year.

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  Week’s Top Portfolio Products: Altegris’ New RIA Shares; State Street’s Actively Managed ETFs

  By Marlene Y. Satter, AdvisorOne  |  April 30, 2012

  iShares creates new suite of corporate-bond ETFs; new ETF out from Market Vectors.

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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.

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  Scottrade Advisor Services Hits 1,000 RIA Milestone

  By John Sullivan, AdvisorOne  |  April 11, 2012

  You might not think of Scottrade in the same way as a Schwab or Pershing, but it might only be a matter of time. The St Louis-based custodial and trading firm announced Tuesday that its Scottrade Advisor Services arm recently surpassed 1,000 advisory firms in its client base.

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  Mapping the Client Genome

  By Savita Iyer-Ahrestani, AdvisorOne  |  March 30, 2012

  Financial advisor Hugh Massie, president and founder of Atlanta-based firm DNA Behavior International, has long believed that it’s necessary for advisors to really know their clients thoroughly in order to better serve them.

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  Turning Inside Out

  By Mark Tibergien  |  March 1, 2012

  Generally speaking, activities that are core to your brand and offering should be managed in house while those activities that are incidental or supplemental to your vision and strategy make good choices for outsourcing.

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  Top 7 Tips for Advisors to Create Best Retirement Plans

  By Joyce Hanson, AdvisorOne  |  February 29, 2012

  ‘Average’ DC plans often have insufficient participation, low savings rates, murky fee disclosure and too many investment options. Here's how to beat the odds by improving a retirement plan.