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Bloomberg
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EQUITIES SEP 07, 2011
Weighing whether stocks have room to grow

In a sign that the economy may be on the verge of another recession, investors are paying less for equities than they have during every recession since Ronald Reagan was president

Bill Gross: The four factors that will really shape our debt bets
RIA NEWS SEP 06, 2011
Bill Gross: The four factors that will really shape our debt bets

Nothing in the Congressional compromise reached over the weekend makes a significant dent in our $1.5 trillion deficit, writes the Pimco bond guru.

Nontraded REITs a hot property — but Finra warns investors
ALTERNATIVES SEP 01, 2011
Nontraded REITs a hot property — but Finra warns investors

Regulator cites lack of liquidity and high fees; product sales remain brisk

Investors setting themselves up for 'same disastrous pattern'
PRACTICE MANAGEMENT SEP 01, 2011
Investors setting themselves up for 'same disastrous pattern'

A new study performed by Mark Matson shows investors' portfolios are 70% in cash and fixed-income securities. That's three-and-a-half times the allotment from just four years ago. Matson calls the stampede out of equities a 'dysfunctional process'

Crucial deficit committee features party stalwarts — and wildcards
REGULATION, LEGAL & COMPLIANCE AUG 31, 2011
Crucial deficit committee features party stalwarts — and wildcards

Panel must find $1.5 trillion in savings; taxes and entitlements on the table?

Labor Dept. to delay plan fee disclosure rules
REGULATION, LEGAL & COMPLIANCE AUG 31, 2011
Labor Dept. to delay plan fee disclosure rules

Labor Department proposal would push back the effective date for retirement plan service providers to begin disclosing fees to Jan. 1, 2012

REGULATION, LEGAL & COMPLIANCE AUG 30, 2011
Mounting regulations means mounting payrolls at advisory companies

A new survey shows investment management firms are spending-much needed capital on beefing up compliance departments -- rather than projects that boost the top line.

RIA NEWS AUG 28, 2011
Fidelity names Morrison head of fixed income

RIA NEWS AUG 28, 2011
Gold market bubble 'poised to burst,' Wells Fargo says

Speculative demand from investors has pushed the gold market into a “bubble that is poised to burst” after prices surged to a record this year, Wells Fargo & Co. said

PRACTICE MANAGEMENT AUG 24, 2011
Advisers in tornado-ravaged Joplin under 'a cloud of shock'

Advisers in Joplin, Missouri are struggling to keep their businesses going in the aftermath of the deadly twister that flattened much of the city. Says one: 'A lot of things are on hold.'