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May 16, 2012
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Putting Retirement Changes Into Perspective
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Written by Robert Laura
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Three major shifts are fundamentally changing retirement, says Columnist Robert Laura.
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Read more...
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Putting Retirement Changes Into Perspective
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May 16, 2012
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Consider Adapting Asset Allocation To Retirement Spending Needs
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Written by Sam Pittman and Rod Greenshields
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“Chasing yield” can lead investors to buy questionable investments
merely because they offer—at least temporarily—enticing income streams.
To effectively manage retirement income, it’s important to consider the
actual liabilities.
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Consider Adapting Asset Allocation To Retirement Spending Needs
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May 15, 2012
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Boost Your Firm Referral Marketing Efforts With Digital Media
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Written by Cliff Campeau
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How can you jump start your firm’s efforts to get referrals?
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Read more...
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Boost Your Firm Referral Marketing Efforts With Digital Media
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May 14, 2012
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New Contrarian Fund Challenges Index Investing and Complicated Investment Products
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Written by Juliette Fairley
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To Howard Hansen, traditional investing is about taking an equity position in a
business rather than breaking down large indexes and replicating them
with computerized trading.
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Read more...
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New Contrarian Fund Challenges Index Investing and Complicated Investment Products
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May 11, 2012
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Developing A Taste For The Exotic
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Many traditional alternatives, such as certain hedge fund strategies, were too correlated to stocks and bonds during the financial crisis. So-called "exotic alternatives" can help achieve more robust diversification through non-traditional return drivers.
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Developing A Taste For The Exotic
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May 02, 2012
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Give Them What They Want
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Written by Dan Moisand
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Integrity
requires us to tell people what they need to hear even if it is not what they
want to hear.
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Give Them What They Want
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April 25, 2012
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Surviving ‘Taxmageddon’ Without Maiming The Economy
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The nation is hurtling toward what has been called “taxmageddon,” the
enormous tax increases and spending cuts scheduled for the beginning of
2013. But it need not be a catastrophe.
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Surviving ‘Taxmageddon’ Without Maiming The Economy
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April 20, 2012
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Trust In The Industry Has Eroded
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As the financial services industry recovers the value of investments lost in 2008, it has an even bigger challenge—trying to recover the faith of the common investor.
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Trust In The Industry Has Eroded
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April 18, 2012
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Many Advisors Not Using Power Of Dividends
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Written by Robert Laura
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Many advisors haven’t leveraged the power of dividend-paying stocks to help differentiate and, consequently build, their practices.
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Read more...
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Many Advisors Not Using Power Of Dividends
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April 16, 2012
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Advisor Marketing The Right Way In The 21st Century
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Written by Cliff Campeau
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Advisors should focus their marketing on digital options, says marketer Cliff Campeau.
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Read more...
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Advisor Marketing The Right Way In The 21st Century
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April 12, 2012
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Stop A Dividend Tax Hike
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Written by Richard McMahon
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In the opinion piece, a vice president of a group representing shareholder-owned utilities argues for maintaining current dividend tax rates.
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Read more...
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Stop A Dividend Tax Hike
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