Aussies Raise Rates
By Ben WarwickOn October 6th, Australia became the first in the G-20 nations to raise interest rates. The surprise move signals that in some parts of the globe, the period of monetary loosening which began during last year's market debacle is beginning to reverse.
October 12, 2009
Assessing a Client's Risk Tolerance: Don't Think You Can Set It and Forget ItOver the years there has been a great deal of discussion pertaining to the topic of determining a client's tolerance for assuming risk. Questionnaires abound...
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About That Dog...After 25 years as a financial journalist, I've received more than a few "responses" to my writing, such as the one recently posted on Investmentadvisor.com...
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Good and bad news for 401(k)sBad news for 401(k)s, but not as bad as it could be. A recent study by the Employee Benefit Research Institute found that average account...
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Advisors: Get ready for boomer shiftWarning -- your retirement income expertise is needed. According to research from BlackRock, 70 percent of retirement-age clients would be willing to move their accounts...
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Single boomers looking for love and moneyOf the 96 million unmarried adults in the United States, more than half are over 40. With no spouse to rely on, single boomers need...
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Out with the old ...Ever consider the accuracy of the information about health care reform we receive from the mainstream press (I'm full of rhetorical questions of late)? Reporter...
October 08, 2009
"Federal" versus "Authentic" Fiduciary DutyBoth investment advisors and broker/dealer registered representatives routinely give financial and investment advice to clients. What is still different is the rules that protect those investors.

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