Direxion Launches ETFs

March 11, 2010 - In what seems to be a continuing race among providers to introduce exchange-traded funds, Boston-based Direxion announced today that it has launched six new leveraged ETFs.

Harry Markopolos, SEC Chairman?

March 11, 2010 - Harry Markopolos is out hustling a new book about his nearly decade-long pursuit of Bernie Madoff. Could he handle the SEC's top job?

'Build America Bonds' A Big Win For Wall Street

March 11, 2010 - Wall Street firms have received fees exceeding $1 billion in less than a year selling "Build America Bonds" meant to spur jobs in struggling cities.

Home Equity Fall Threatens Retirement Goals

March 10, 2010 - Over 60% of U.S. households are at risk not being able to afford comfortable retirements, because of the drop in home-equity valuation, according to Boston College's retirement research center.
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Navigating Choppy Seas
By Jeff Schlegel

Windward Investment Management takes an all-weather approach to global investing.

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The Age Of Living Lean
By Evan Simonoff

Loomis Sayles’ Dan Fuss sees a soft recovery in which quality businesses gain at the expense of the rest.

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Trading Spaces
By Andrew Gluck

Could social network investing threaten your advisory business?

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A Key To Efficiency
By David Lawrence

Advisors today have many choices when it comes to document management software.

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The Right Fit
By Bill Bachrach

Here are some time-tested rules for finding clients who will have the best possible experience with you.

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Winners And Losers In A Lost Decade
By Mary Rowland

REITs and emerging market investments were among the few that came out ahead.

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Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

When the IRS Comes Auditing

Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.

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