retail market

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  Low Investor Confidence: An Opportunity for Independent Advisors

  By Bob Clark, AdvisorOne  |  April 10, 2013

  As the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.

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  Eight Hedge Fund Trends in 2013

  By Michael S. Fischer  |  January 8, 2013

  Agecroft Partners predicts that the hedge fund industry will set a record for assets this year based on several emerging trends identified through its contact with more than 2,000 institutional investors and 300 hedge fund organizations during 2012.

• Upping the Ante

  By Bob Clark, AdvisorOne  |  June 26, 2012

  In my April 3 blog (See “What Morningstar’s FeeCheck Tells Us About AUM Fees,” AdvisorOne.com), I wrote that because FeeCheck is based primarily on data from brokers, the high AUM fee levels it references and recommends—from 1.6% to 2.5% on a vanilla portfolio—don’t reflect what’s currently being charged in the...

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  Kindred Spirits

  By Bob Clark, AdvisorOne  |  May 22, 2012

  In the nearly 30 years that I have been covering financial advisors, the fundamental problem hasn’t changed: Delivering client-centered advice isn’t as profitable as selling products.

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  2012 SMA Fixed Income Award: Gannett Welsh & Kotler LLC

  By John Sullivan, AdvisorOne  |  April 25, 2012

  Predictions of mass default, European sovereign debt, outlooks from Bill Gross, Bernanke’s shenanigans—anyone still think fixed income isn’t “sexy?”

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  2012 SMA Managers of the Year: Calm, Cool and Confident

  By John Sullivan, AdvisorOne  |  March 26, 2012

  The one thing seen among all of these winners? “Dividend yield,” says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.

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  Muni Bonds Offer Safe Haven Despite Whitney's Prediction

  By Joyce Hanson, AdvisorOne  |  July 22, 2011

  While Lipper, Morningstar, ICI and BondDesk report different muni fund flow numbers for June, all agree that municipal bond fund sales are thriving.