The Assets: Portfolio management
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January 29, 2016Advisors Warned Against Blindly Sticking to PlaybookYour asset allocation playbook might be exactly what the client doesn't want.No Comments
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January 27, 2016Closed-end Funds Trading at Discount, Impressive YieldsSimilar to ETFs, Len Templeton says, closed-end funds offer unique exposure to bonds – currently trading at discounts of 10-15% with yields from about 8-12%.
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January 27, 2016Vanguard Chief to FAs: Offer More Services or Fall BehindMcNabb says advisors must ride the technological wave and prepare for a choppy decade.No Comments
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January 26, 2016Putnam Rolls Out Advice Platform for AdvisorsNew program provides insight into economic and market issues.No Comments
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January 20, 2016Manager Pay-to-Play: What's the Rub for Advisors?How much of it is simply adding value versus paying for preferred-provider status? Transcript Video [ 1:24 ] No Comments
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January 15, 2016Wealthfront Makes Dash for 75 Million AccountsRobo offers free analysis tool to find portfolio inefficiencies.No Comments
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January 15, 2016Clients Ignore Active Manager OutperformanceActive funds beat indexes for first time since 2012 but clients still want passives.No Comments
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January 14, 2016RIAs Optimistic Despite Market ExpectationsAdvisors think they’ll grow AUM even though their economic outlooks aren’t positive.No Comments
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January 14, 2016Edward Jones Tries to Dodge Pitfalls of Prop FundsIn-house funds provide asset diversity and purchasing power, argues Edward Jones advisory head.Last Comment: January 26, 2016
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January 13, 2016BlackRock and Invesco Move on Robo MarketBlackRock lands first big bank client for FutureAdvisor as Invesco buys Jemstep.No Comments
