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The average retiree may need to save far less than you are currently projecting.
July 6
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While some funds show low valuations, S&P and Dow both stand at post-crisis highs.
June 20
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In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.
June 15
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Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.
June 13
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Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.
June 7
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Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.
June 5
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While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
June 5
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The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.
June 5
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Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.
May 30
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When clients are too focused on returns, bring the discussion back to expenses.
May 23
