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Total money market mutual fund assets dropped by $770 million to $2.695 trillion for the week ended Wednesday, January 30, according to the Investment Company Institute.
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Jeff Knight, who previously led Putnam Investments Global Asset Allocation investment unit, which manages specialized multi-asset class portfolios for retail and institutional clients, has left the firm to pursue other opportunities, according to the firm.
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It's an advisor's market, as firms with diverse practice models strive to nab top talent.
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Advisors may be able to erase mark against them from disputes in which they were not directly named.
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You have a minute to explain to a busy prosepective client why your firm deserves the business.
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With the possibility FINRA will adopt new rules on compensation disclosure, advisors contemplating a move in the next three years may want to make it now.
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An ethical will can ensure the positive impact of your client's life on future generations.
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Finding a way to keep clients safe while generating more income in the markets.
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Firms are partnering with their advisors to help mid-market business owner clients retire.
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The professor of law and taxation at the University of Virginia discusses the American Taxpayer Relief Act of 2012.
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Advisors could see talks on oversight and a fiduciary standard move forward this year.
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Experts are banking on continued strong performance and cash flows from real estate investment trusts.
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The beginning of a year offers an opportunity to see how investments align with life goals.
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Recent statistics show that fears that the country's growth will come to a standstill are unfounded.
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Chris Munafo, senior vice president and director of private client group administration at Janney Montgomery Scott discusses his 27 years in the securities business.
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A run-down of the stories in this issue, including a discussion of emerging markets and using ETFs to reach untapped markets.
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Two former UBS executives are determined to change how investors access emerging markets by targeting specific sectors and themes.
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After a year-end planning scramble, advisors are deluged anew, finding opportunities in the new tax deal.
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With net inflows of $191 billion in 2012, ETFs had their best year ever. Housing sector funds led the gainers, while green energy funds dimmed.
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The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.
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