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Family Wealth Conversations Are Not Happening, Survey Finds

by FA Staff

Many advisors are missing the chance to engage multiple generations when discussing family wealth issues, according to a survey by MFS Investment Management.

College Savings Important To Teens

by FA Staff

More teenagers are saving for college than for a car, according to a survey released today.

Investors Piling Into Short-Term, Fixed-Income ETFs

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These vehicles are seen as protection against the inevitability of rising interest rates.

Fund Cost Focus Of Vanguard Coffee Truck

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Vanguard will cross the country in a truck that sells coffee at 26 cents a cup to make a point about mutual fund costs.

Alternatives To The 20 Most Popular ETFs

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The largest ETFs are popular for a reason, but investors willing to dig a bit deeper can find exciting alternatives.

Investors Fear Outliving Money, BlackRock Says

by FA Staff

Fifty-four percent of surveyed investors are concerned that increasing life spans will result in them outliving their savings, according to Blackrock’s “Investor Pulse” survey released today.

The Long And Short Of It

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Long/short equity funds offer upside potential in good markets and downside protection during bad markets.

Top 1% Would Pay Two-Thirds Of Higher Taxes Under Obama Plan

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High-income and low-income families would encounter different tax increases in Obama’s budget plan.

Gold Wipes $560 Billion From Central Banks As Equities Rally

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Central banks are among the biggest losers because they own 19 percent of all the gold mined, according to the World Gold Council in London.

iShares Expands Factor ETF Offerings

by FA Staff

iShares, the world’s largest manager of ETFs, has added five factor ETFs to its lineup—products that are designed to help manage equity exposures and risk.

LPL Launches Retirement Plan Platform

by FA Staff

LPL Financial has launched a comprehensive financial platform for financial plan sponsors and advisors to help retirement plan participants throughout their employment and retirement years.

SEC Scrutinizing Private Fund Advisors

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The SEC’s investment management division is doing a general review of Investment Advisers Act rules to see how they fit in with private funds.

Flight Of The Phoenix

by Eric Rasmussen

AIG’s aggressive Advisor Group subsidiary, with a new firm and reps in tow, still hopes to build a national presence—but not a national brand.

Avoiding The Next Train Wreck

by Scott A. MacKillop

Do the systems that some managers used to avoid the 2008 market collapse make sense now?

The Smartest Kid In Summer School

by Evan Simonoff

In spite of its struggles, the U.S. might be the best place to invest for the next decade.

Raymond James Recruits $204 Million Advisor Team From Morgan Stanley

The trio of advisors has $204 million in assets and annual fees and commissions of $1.5 million.

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