INVESTMENT MANAGEMENT

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Dan Fuss: A 20-Year Bear Market For Bonds Is Starting

The odds are five out of six, or about 83%, that interest rates will rise, albeit with breaks and intervals, for the next 20 years, according to Loomis Sayles vice chairman Dan Fuss...

Workers Seek Retirement Guidance From Employers

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While most Americans value their workplace retirement plans, they seek more guidance from employers to help them reach their retirement goals, according to a recent study by ING.

Biggest Profit Gain Since 1900 Sustains S&P 500 After Rally

The biggest increase in profits in more than a century is telling investors that this is no time to sell stocks, even after the Standard & Poor's 500 Index rallied 97%.

How Advisors Can Be Successful With Social Media

by Clara Shih

Ten tips for financial professionals.

IRS Extends Form-Filing Deadline to Complete 2010 Estate Taxes

The IRS is extending the filing deadline of a form needed to help determine the taxes on estates of people who died in 2010.

Changing The Social Contract

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Retirement will likely have new meaning for lots of baby boomers.

States Target 'Double-Dipping' Public Workers

With U.S. unemployment averaging 8.9%, so-called double-dipping by tens of thousands of government workers nationwide is drawing increasing scrutiny.

Former Buffett Protege Denies Wrongdoing

David Sokol said he did nothing unethical when he bought stock in a company that he later proposed as a takeover target to Berkshire Hathaway Chairman Warren Buffett.

Back To Basics

by Somnath Basu

Advisors don't need to rely on complicated models to help clients avert losses.

Members Only

by Andrew Gluck

Good intentions and strict rules may have backfired for the FPA at a time of change.

The Challenge Of Workflow

by David Lawrence

Workflow systems are necessary for running more efficient offices. So why aren't more people using them?

The Importance Of A Vision

by Roy Diliberto

Without a clear vision of what you want your business to look like, your business plans may have little chance for success.

Stuck In The Middle

by Michael McDermott

Advisor Rick Tonkinson is making his bones focusing on middle- class clients.

Homeward Bounds

by Caren Chesler

In a tough economic environment, some clients must deal with their children moving back home.

Eldercare: Sense And Sensibility

by Ben Mattlin

Handling the heated emotions of planning for the aging.

Jeb Bush: Immigration Reform Could Power An Economic Recovery

An immigration policy consistent with America's heritage and highest ideals could dramatically spur economic growth and solve many of our problems, former Florida Governor Jeb Bush told attendees...

Millionaire Confidence Down in March

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Millionaires were a little less optimistic about the economy in March compared with February, according to a recent survey.

Optimism Among U.S. Chief Executives Exceeds Pre-Slump High

Optimism among U.S. chief executive officers surpassed the highest level reached before the recession as more business leaders projected increased sales, investment and hiring.

Advisor Groups Urge Congress To Support Fiduciary Standard, SEC

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The Financial Planning Coalition seeks Congressional support in favor of a uniform fiduciary standard, along with SEC self-funding to boost the agency's advisor oversight capacity.

TIAA-CREF To Invest $1 Billion In New Endowment Investment Group

TIAA-CREF says it will invest $1 billion in a new group that will manage money for nonprofits.

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