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By Jane Wollman Rusoff |
May 24, 2012
To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist ā and, oh yes, the expertise to recommend appropriate investments.
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By Marlene Y. Satter |
May 21, 2012
Franklin Square closes FSIC, readies FSIC II; Russell adds tech IPOs on reconstitution.
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By Marlene Y. Satter, AdvisorOne |
May 18, 2012
New products introduced over the last week include an ETF that will offer exposure to Facebook. In addition, Franklin Square closed FSIC to investors and prepared its successor FSIC II for its own IPO on June 1.
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By John Sullivan, Advisorone |
May 15, 2012
Alicia Munnell recently argued asset allocation has a relatively minor role in retirement success. Tim Noonan isnāt buying it.
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By Marlene Y. Satter |
May 4, 2012
RiverPark introduces hedged value fund; Allianz offers new VA rider; Jackson introduces new VA option.
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By Ronald Delegge, ETFguide.com |
April 25, 2012
Russell Investments introduced the Russell High Dividend Yield ETF (HDIV) and Russell Small Cap High Dividend Yield ETF (DIVS).
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By Joyce Hanson, AdvisorOne |
April 6, 2012
Advisors can help clients avoid running out of money before they die by computing a funded ratio that measures surpluses or shortages, say Russell's āAdaptive Investingā researchers.
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By John Sullivan, Advisorone |
March 28, 2012
It appears Wells Fargo is ignoring an important rule for stock prognosticators, which is: āNever tie the Dow to a specific date,ā something author and former Washington Post columnist James Glassman once told AdvisorOne.
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By Marlene Y. Satter, AdvisorOne |
March 18, 2012
Interbank FX launches new social trading platform; Smartleaf adds model vendor portal.
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By Janet Levaux, AdvisorOne |
March 15, 2012
The latest Russell survey of advisors also finds they have different portfolio priorities than their clients.