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By Joyce Hanson, AdvisorOne |
April 26, 2012
The criminal world’s best and brightest minds have targeted the advisory business, warns 'Financial Serial Killers' co-author Tom Ajamie.
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By Janet Levaux, AdvisorOne |
April 25, 2012
Though many income-generating investments, like Treasuries, municipal bonds, and dividend-yielding stocks, have posted strong relative returns over the past year, interest rates on high-quality bonds are at historic lows, and the valuations on dividend-producing stocks are at historic highs.
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By Marlene Y. Satter, AdvisorOne |
March 30, 2012
New products introduced over the last week include a contrarian value fund from Linde, Hansen & Co. and a natural resources fund from Pyxis Capital.
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By John Sullivan, Advisorone |
January 13, 2012
The buzz is ‘balance’ in 2012, and the term as it applies to mutual funds is just as it sounds, holding both stock and bond positions in one convenient ’40 Act wrapper.
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By Janet Levaux, AdvisorOne |
January 9, 2012
Morgan's Global Investment Committee released a list of 10 investment opportunities it believes “offer attractive valuation and other attributes fitting to the times.”
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By Marlene Y. Satter |
December 3, 2011
In addition, Forward Management introduces new share class for fund; SEI implements new fund tax structure.
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By John Sullivan, Advisorone |
November 18, 2011
Investors rightly wonder how real estate investment trusts continue to outperform. After all, common sense dictates that if the underlying properties in which they invest underperform, shouldn’t REITs as well. Is it a castle made of sand?
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By Joyce Hanson, AdvisorOne |
November 9, 2011
In a foray into the retirement marketplace, J.P. Morgan Asset Management has developed three core menus the let DC plan participants engage more actively with their plans.
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By Melanie Waddell, AdvisorOne |
October 4, 2011
FINRA issued on Tuesday an Investor Alert urging investors to understand the benefits, risks, features and fees of public nontraded REITs before investing in them.
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By John Sullivan, Advisorone |
September 20, 2011
PIMCO announced Tuesday it has launched the PIMCO Inflation Response Multi-Asset Fund. According to the company, the fund is for investors 'looking to hedge global inflation risks and take advantage of returns that inflation dynamics offer.'
