| August 2013 | |
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Precious Metals Investing in Retirement Accounts – Protecting Wealth with Physical Metals |
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It is no secret that recent market volatility has shaken investor confidence. Retirement investors, in particular, are looking for new and innovative ways to protect their savings and manage risk, but most don’t know about the benefits associated with precious metals investments. Are you ready to grow your client base by introducing investors to this diversification strategy? After reading this white paper, you will be able to:
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| August 2013 | |
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No Surprises: Seven Steps to a Successful SEC Custody Rule Advisor Audit |
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In March of 2013, the SEC issued its National Exam Program Risk Alert: “Significant Deficiencies Involving Adviser Custody and Safety of Client Assets.” In a series of 140 mandated, annual surprise exams, a full one-third of advisors were found to be out of compliance with custody rules. This spurred negative attention for advisors in a number of industry publications that questioned whether advisors could be mishandling client assets. Are you compliant? Read this whitepaper to determine what the most common exam deficiencies were, and how to avoid them. |
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| August 2013 | |
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Energy MLP's. Pick a subsector, any subsector. |
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Greater capitalization. More liquidity. The energy MLP market has grown steadily, with good reason: our constant demand for energy. While oil prices go up and down, volume has stayed consistent. Production is increasing. And the infrastructure is needed to support it. Add some risk, and you've got an investment which could fit in a diversified portfolio. |
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| August 2013 | |
| Rising Rates: Challenge and Opportunity |
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Is the prospect of rising interest rates making your clients nervous about fixed income? Periods of rising rates are normal and can actually create opportunity for fixed income investors. Read Janus' new whitepaper for timely insights and strategies to potentially help your clients benefit from the opportunities created by this type of environment. |
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| August 2013 | |
| Navigating a Changing Interest Rate Environment |
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Over the past five years, a series of extraordinary market events followed by an unprecedented level of monetary policy intervention have led fixed income investors to an interest rate crossroad. We examine risks you know and risks you may not be aware of. - Read More |
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| August 2013 | |
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ETF Performance & Perspectives: Thought Leadership from S&P Capital IQ |
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ETF Performance & Perspectives. This report contains ETF commentary, S&P Capital IQ model portfolio performance, and Trends & Ideas articles that were originally published on MarketScope Advisor. - Read More |
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| August 2013 | |
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Wealth at Risk: How High Net Worth Families Overpay to Be Underinsured |
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By failing to update their personal insurance program to reflect the wealth they have built, many high net worth families have insurance policies full of wasteful spending and dangerous gaps in coverage. This new white paper identifies the key areas of overspending and underinsuring based on a survey of more than 600 insurance advisors. It shows how families can take advantage of savings opportunities and strengthen coverage to achieve more effective protection, often without a significant increase in premiums. |
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