research

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  New Hire Roundup: Former COO Nides Returns to Morgan Stanley

  By Marlene Y. Satter, AdvisorOne  |  February 27, 2013

  This week in new hires, Tom Nides rejoined Morgan Stanley, Rob Brown went to United Capital and Vanguard announced several investment management changes.

• Equities Funds in Favor in Early ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.

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  Advisors Targeting ‘Orphan’ 401(k)s Can Reap Big Rollover Rewards

  By Joyce Hanson, AdvisorOne  |  January 14, 2013

  AlixPartners' research shows mass affluent investors move $750 billion annually, while also holding significant assets in neglected 401(k) plans.

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  Bond Funds Top $400B in Flows

  By Janet Levaux, AdvisorOne  |  November 12, 2012

  Equity funds see weaker flows, with close to $2.5 billion going to funds focused on emerging markets,

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  Top Portfolio Products: Russell Launches Two New Funds

  By Marlene Y. Satter, AdvisorOne  |  August 17, 2012

  Major portfolio developments over the last week include two new funds from Russell Investments, equity allocation changes to other Russell funds, and a projection on custom TDFs from Cerulli.

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  Custom TDFs Will Surge to $218B by ’16: Cerulli

  By Janet Levaux, AdvisorOne  |  August 13, 2012

  They could represent about 22% of target-date assets in four years, as investors seek to embrace alternatives and boost returns.

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  Bonds: Partying Like It’s 1999?

  By Janet Levaux, AdvisorOne  |  May 14, 2012

  Taxable bonds gathered $17 billion of inflows in April, says Morningstar, as JPMorgan continues its fund-flow momentum.

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  Clients Doubling Down With Their Current Mutual Fund Managers: Study

  By Janet Levaux, AdvisorOne  |  April 16, 2012

  This should give nine asset managers a boost in fund flows, according to Cogent.

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  Former RBS Chief Stripped of Knighthood

  By Marlene Y. Satter, AdvisorOne  |  February 1, 2012

  Former Royal Bank of Scotland Group CEO Fred Goodwin is now also a former knight of the realm. Goodwin, on the advice of the Honors Forfeiture Committee in Britain, was stripped of his knighthood.

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  Hedge Funds Look to Greek Bonds for Profit

  By Marlene Y. Satter, AdvisorOne  |  January 12, 2012

  London- and New York-based hedge funds are among those that hold Greek bonds and are resisting haircuts advocated by the Greek government to help the country avoid default.