Juliette Fairley

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Alternative Investments Pose Challenges To Advisors

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LPL Financial’s conference last week aimed to educate advisors on keeping abreast of new alternative products.

Asset Transfer And Conversions To Be Growth Areas In 2013

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About 10,000 people a day are turning 65 years old and they are likely to move their assets out of institutional investments, according to Prudential.

Ready Or Not, Alternative Investments Are Going Mainstream

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Financial advisors increasingly are using alternatives, but there’s still a learning curve ahead.

Advisors Could Be Affected By Proposed Money Market Fund Reforms

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A federal agency has proposed sweeping changes to money market funds that could affect how advisors select them for clients.

RIA Uses Sophisticated Risk Strategy

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Enterprise risk management relies on sector rotation and volatility indexes to protect against catastrophic events.

An Equity Comeback? Managers Weigh In

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The long march out of equity funds by investors may be slowing, and could switch directions after year's end, say some mutual fund managers.

Active ETFs Still Struggling To Find Their Way

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A recent industry panel discussed why it’s a struggle for some managers of actively managed ETFs to attract investors.

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