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Considering the recent success of several regional and single-country categories, is there a case for holding such high-potential funds in clients’ portfolios?

Amid intense competition for high-net-worth clients, the Private Client Reserve is ramping up its marketing efforts to differentiate itself from rivals.

Immediate annuities, also known as income annuities and payout annuities, can replace disappearing corporate pensions, but sales have been tepid. Insurers have responded with some significant bells and whistles.

The Cambria ETF Trust and its investment manager, Cambria Investment Management, launched the Cambria Shareholder Yield ETF (SYLD).

Vanguard has rolled out the Vanguard Emerging Markets Government Bond Index Fund, the company’s first international fixed income offering available to U.S. investors.

The difference shows up in profits margins, return on equity and a variety of other financial measures, according to the research findings, according to Eve Ellis, a financial advisor with the Matterhorn Group at Morgan Stanley Wealth Management. She says companies with significant female representation on boards and in senior leadership positions have stronger financials than those that do not.

The economic recession may have sparked a retirement crisis in America, but other significant derailers have also played a role.

You can do your clients a great service by sharing this story and reminding them that gifts of valuable personal property need to be well-documented with good estate planning, so that their loved ones don’t have to fight in court over whether a valid gift was made or not.

Alex Freemon, 23, was happy to go door to door selling mutual funds for Edward Jones & Co., after graduating from college. But he quit in March when it didn't pay off.

Looking for international investing ideas? Every year, Morgan Stanley Smith Barney unveils its list of global investment ideas. Its 2012 list generally posted strong gains led by emerging markets equities (up 19.1%), dividend aristocrats (up 16.9%), U.S. large-cap growth (up 15.3%), and global gorillas (up 13.4%).