Retail clients

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  Top Portfolio Products: PIMCO, Vanguard Launch More EM Bond Funds

  By Marlene Y. Satter, AdvisorOne  |  March 1, 2013

  In addition, Vanguard says it will no longer accept new fund flows into the Wellington and Intermediate-Term Tax-Exempt funds.

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  Why Cost Disclosure Might Actually Work for Clients and Advisors

  By Bob Clark, AdvisorOne  |  November 20, 2012

  Knut Rostad may well have hit upon one of the few instances when full disclosure could prove to be a tremendous benefit to clients.

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  Pioneer Launches Educational Program on Volatility, Income and Perspective

  By Danielle Andrus, AdvisorOne  |  November 13, 2012

  Pioneer Investments, a global investment firm with $198 billion in assets, announced an educational program that focuses on major planning issues advisors are facing.

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  Breach of Fiduciary Duty Most Common FINRA Complaint

  By Melanie Waddell, AdvisorOne  |  October 23, 2012

  While attending the last in a series of events to celebrate what the Institute for the Fiduciary Standard christened as Fiduciary September, one comment stood out: The No. 1 compliant in FINRA arbitration cases is breach of fiduciary duty.

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  Schwab to Buy Dividend Manager ThomasPartners for $85 Million

  By John Sullivan, AdvisorOne  |  October 15, 2012

  The deal includes additional payments depending on future growth in ThomasPartners’ assets under management, now worth $2.3 billion.

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  Top 5 Annuity Trends to Watch in 2012 and 2013

  By Christopher Raham, Gerry Murtagh  |  October 2, 2012

  As the annuity industry deals with unprecedented challenges, advisors must keep abreast of product changes to help their clients make prudent decisions.

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  Breach of Fiduciary Duty No. 1 Complaint in FINRA Arbitration Cases

  By Melanie Waddell, AdvisorOne  |  September 25, 2012

  Experts including former SEC Chairman Harvey Pitt and Ron Rhoades debated whether brokers should be held to the same fiduciary standard as advisors.

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  Can Behavioral Finance Stop a Financial Crisis?

  By Savita Iyer-Ahrestani, AdvisorOne  |  July 19, 2012

  As policymakers around the world continue to deal with the legacy of the 2008 crisis, some are considering incorporating elements of behavioral finance into their proposals as they look to strengthen systems for the future.

• Alternatives Stay on Growth Path

  By Janet Levaux, AdvisorOne  |  June 27, 2012

  Advisors, asset managers and institutions are increasingly turning to alternative investments to help clients boost returns while supporting the growth of assets under management.

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  Alternatives Growing in Portfolios as Markets Stumble

  By Janet Levaux, AdvisorOne  |  June 4, 2012

  Nontraditional investments could grow to 10%-15% of mutual funds in 10 years, according to Cerulli.