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INDUSTRY NEWS JAN 02, 2014
Bond funds post record withdrawals in 2013

Bond mutual funds in the U.S. posted record investor redemptions of $80 billion in 2013 as investors anticipated rising interest rates

By Matt Ackermann
INDUSTRY NEWS JAN 02, 2014
Here's what happens to stocks when the Fed hikes rates

Equities usually react favorably when the central bank tightens, according to new research

By Jason Kephart
INDUSTRY NEWS JAN 02, 2014
Investors turn to stocks just in time

ETFs and mutual funds take in most cash since 2000 as S&P 500 surges

By Gregory Crawford
EQUITIES JAN 02, 2014
Investors turn to stocks at the right time

Exchange-traded and mutual funds investing in stocks took in about $162 billion this year, the most since 2000, as the S&P 500 surged 29%.

By Matt Ackermann
OPINION JAN 02, 2014
2014 countdown: 14 critical mistakes advisers will make next year

From ignoring social media to being unable to delegate, here are traps advisers need to avoid in 2014 if they want any chance to thrive

By Robert Sofia
RETIREMENT PLANNING JAN 02, 2014
Helping advisers connect the dots about retirement planning

The demise of a noted research organization makes the job a bit harder.

By Mary Beth Franklin
FIXED INCOME JAN 02, 2014
Fed speculation drives 10-year Treasury yield past 3%

Investors placing bets on whether central bank will boost tapering.

By Gregory Crawford
EQUITIES JAN 02, 2014
At year end, markets more stable but uncertainty reigns

A top investment strategist seeks to answer questions on inflation, deflation, valuation and portfolio building.

By Alan Brown
RETIREMENT PLANNING JAN 02, 2014
Charitable IRA provision: Time is now

By MFXFeeder
RETIREMENT PLANNING DEC 31, 2013
How to get a jumpstart on 2014 tax planning

Ease the bite of new tax rules with these strategies

By Darla Mercado
EQUITIES DEC 30, 2013
New love for mortgage REITs

2014 could be a good year for mortgage REITs and here's why. Plus: Which housing markets are vulnerable to rising rates, gold-mining stocks for the truest gold bugs, an ETF end zone dance, social media apps took over in 2013, and more proof of Obamacare bumbling.

By Jeff Benjamin
INDUSTRY NEWS DEC 30, 2013
Gold's mixed signals leaves investors unsure which way to turn

Professional financial advisers also divided on what advice to give as the metal flashes bullish and bearish signals

By Jeff Benjamin
Americans vow to shed debt in 2014 but few commit to financial planning
RETIREMENT PLANNING DEC 30, 2013
Americans vow to shed debt in 2014 but few commit to financial planning

High-net-worth investors increase appetite for risk, poll shows.

By Mary Beth Franklin
WIREHOUSES DEC 30, 2013
UBS sweetens incentives for targeting wealthier clients

Next year, the wirehouse will increase expense accounts and other incentives to help advisers attract clients with the most money to invest.

By Trevor Hunnicutt
BROKER DEALERS DEC 30, 2013
Royal Alliance lures adviser team managing $150M

The New York-based trio works with more than 2,000 clients and plans to grow

By MDURISIN
INDUSTRY NEWS DEC 29, 2013
Buffett's game

Few follow Warren Buffett's maxim — “Put all of your eggs in one basket and then watch that basket” — as diligently as Scott Moore. A high concentration of stocks should make investing more volatile but since he's beating the market handily.

By Gregory Crawford
MUTUAL FUNDS DEC 28, 2013
James Stowers, American Century Investments founder, dies at 90

Turned $100,000 in seed money in 1958 into the $141 billion money management powerhouse.

By Gregory Crawford
INDUSTRY NEWS DEC 28, 2013
Economic jujitsu

Rising rates and a steeper yield curve mean the economy is stronger, but too much of that too quickly raises the risk of another stall. Jeff Benjamin on what the Fed must do.

By Gregory Crawford
ALTERNATIVES DEC 28, 2013
Buffett's derivatives bets pay off

Berkshire's second-quarter profit climbs 45 percent.

By Gregory Crawford
RIAS DEC 27, 2013
Legg Mason hires Wells Fargo exec to head acquisitions

After five years of net acquisitions, Legg Mason hired Thomas Hoops from Wells Fargo & Co. to head business development as the firm seeks to expand its products and make acquisitions.

By Matt Ackermann