Magazine Articles
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A Surge Ahead
Current financial environment could have positive effects on the retail wealth management channel
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Advice Is Value Added
The role of financial planning is becoming more important in client relationships
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Affluent Most in Demand for Retirement Income Services
Advisers should use a "holistic" approach to tap the lucrative market of providing retirement income services to affluent investors, according to TowerGroup.
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Business Travel Budgets Tighten
Many businesses are changing travel policies because of higher prices and a down economy, and they are taking steps such as staying at cheaper hotels, according to a...
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Economic Slowdown Puts Asset Allocation out of Whack
The credit crunch has polarized investment allocations, setting records in Merrill Lynch's Survey of Fund Managers for July.
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Middle-Class Retirees Must Modify Living Standards
Retirees will outlive retirement savings if they continue at the same rate of spending
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Mutual Funds, Watch Your Backs
While the demand for mutual funds remains strong, other solutions are gaining ground
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Providers Unsuccessful at Retaining DC Plan Assets
Due to insufficient focus on retention, the inability to reach the plan participant at the appropriate time, and failure to build a relationship with the participant prior to...
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Women Could Face More Savings Shortfalls than Men
Recent research from Hewitt Associates says both women and men are on track to replace 85% of pay at retirement, assuming average life expectancy; however, women need to...
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ETF Uptake
Financial advisers see ETFs as the most innovative investment vehicle in the last two decades
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Even You Might Not Be Saving Enough
It is the classic situation of the doctor who does not have time to exercise or the hairdresser with unkempt hair.