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 News
Fidelity Reports Growing Interest, and Investor Plans for Roth Conversions
Thirty-five percent of clients are expected to complete a conversion by year end, according to a survey of 500 tax advisors, which corresponds with Fidelity figures that showed a surge in investor interest in Roth IRA conversion guidance in January. ...
Morgan Stanley Hires Citi Exec; Shedlin to Boost Investment Banking
Gary Shedlin joined Citigroup in 2004 and has had several high-profile banking assignments since then, including work for BlackRock....

 Feature
Frontier Markets: Investing in Greater Returns, Higher Volatility
Frontier markets often offer potential for greater payouts relative to developed markets due to numerous inefficiencies in asset pricing and flow of information, but with that potential upside comes increased risk levels.

 

 

 Current Issue
Social Networking: Going Online Without Crossing the Line
Financial advisors work within boundaries in using social networking tools, like Facebook, Twitter and LinkedIn. ...


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 Research Reporter
Broker/Dealers
Cautionary Tales of Wirehouse Leadership
A look at some big names at Morgan Stanley, Merrill and other firms, and what their successes and failures say about the future of the brokerage business.
ETFs

A Look at the Top Sectors 
There are more than 200 sector ETFs, including those in the materials, technology and financial industries. Plus, a tip on how advisors and clients can hedge their bets.

Mutual Funds
Bonds Strong in '09, Volatile in '10
In its latest outlook report on fixed income, Schroder Investment Management North America says bond investors face a challenge this year.  .


Retirement Income
Annuity Analytics: Back to Basics 
Understanding what economists call the comparative statics is essential for motivating the tax deferral benefit and the role of “accumulation” annuities, independently of everything and anything else that is being included in the package, says Moshe Milevsky. 

 
 


 Contributors
Alexei Bayer
Prepare for Inflation
It may not be imminent, but a price spiral is coming.
Francois Gadenne
Retirement Income Reporter: Building Trust
Retirement income advice only works in a trusting relationship.
Ron DeLegge
Leveraged, Short ETFs under Attack
Despite soaring assets and popularity among active traders, a number of brokerage firms like Ameriprise...
Moshe Milevsky
Annuity Analytics: How Risky is Longevity?
In this article, I’ll delve more deeply into longevity risk and argue that it’s actually much riskier and less knowable...
Bill Good
The FA Recovery Plan
In today’s markets, you need a plan for offense and for defense.
Howard Schneider
Putting It into Practice: Two Philosophies
Diverse approaches to building retirement portfolios share some common elements.

 Investing Guides
 Electric Utility Investing Guide - October 2009
An overview of the benefits of electric-utility investing and the sector’s outlook, as described by portfolio managers, this guide is published in partnership with the Edison Electric Institute, which has some 60 shareholder-owned electric utilities as members.
 REIT Investing Guide - September 2009
Experts describe the important role of real-estate investment trusts in investors’ portfolios in this guide, produced in partnership with the National Association of Real Estate Investment Trusts.
 Master Limited Partnerships - July 2009
This guide describes the growth fundamentals of master-limited partnerships and is published in partnership with the National Association of Publicly Traded Partnerships, which has some 75 members.
View More Investing Guides

 Fact Sheets
Beckman Coulter
A global maker of biomedical testing products.		  
Cedar Shopping Centers
A REIT that manages 120 commercial properties.		  
National Retail Properties
A REIT with single tenant net-leased properties.		  
Watson Pharmaceuticals
A global maker of generic and branded pharmaceutical products.		  



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