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Investment Advisor October 2010 Savita Iyer-Ahrestani	Jewels in the Crown As wealth mushrooms in India, the need for Western-style advice grows
Investment Advisor August 2006 Savita Iyer	Retirement Planning: Behind the Numbers Advisors are looking overseas for income-producing equities and fixed income to get the best out of the markets for their clients' retirement.
Investment Advisor July 2008 Melanie Waddell	Globalization Now It's not a question of if, but when, every advisor will embrace the reality that the world is shrinking. Are you ready?
Investment Advisor March 1, 2011 John Sullivan	Catching up with... Kristi Mitchem The senior managing director of State Street Global Advisors and head of global defined contribution speaks about retirement income and what to do about it.
Inc. May 2006	America, At Your Service Globalization has been a boon for some U.S. service companies. Last year, a surplus of $58 billion in services was outsourced overseas. Here is a selection of recent data on cross-border trade from the Bureau of Economic Analysis.
Investment Advisor October 2008	Catching up with... Dick Averitt A short conversation with Dick Averitt, chairman and CEO of Raymond James Financial Services.
Global Services July 7, 2007 Shyamanuja Das	The Acquisitive Indian Indian tech and outsourcing companies seem to be on a buying spree. In the last few months, every Indian company worth its name has either acquired another or has set aside a few million to do so in the near future.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
Financial Planning November 1, 2007 Marci Baker	Planners Without Borders Span the globe with advisors who are setting up boutique practices in various countries.
Financial Planning April 1, 2012 Donna Mitchell	The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates.
Financial Planning September 1, 2009 Jim Grote	The Multinationals Cross-border financial planning can evoke an aura of sophistication and romance. But the reality is more about the technical aspects of immigration, tax, investments, risk management, employee benefits, estate planning and social insurance between countries.
Registered Rep. August 12, 2011 Diana Britton	Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future.
Financial Advisor March 2012 Juliette Fairley	More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans.
Registered Rep. February 25, 2011 Diana Britton	Financial Advisors Must Prepare For Coming Retirement Advice Boom As Baby Boomers retire, and switch gears from asset accumulation to asset distribution, advisors are going to have to become more sophisticated and efficient in their delivery of financial advice
Chemistry World May 23, 2012 Andy Extance	Drug watchdogs mark out global territory The US Food and Drug Administration has published plans to ensure that American citizens continue to enjoy access to safe drugs, even as the regulatory pressures of globalization grow.
Investment Advisor March 2007 Melanie Waddell	Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients.
Investment Advisor February 2009 Kara P. Stapleton	Retirement News & Products Recent research by the Investment Company Institute found that despite a 40% drop in the U.S. stock markets, the vast majority of U.S. workers who invest for retirement via 401(k) plans are staying the course.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
Finance & Development September 2008 Prasad & Rajan	Next Generation Financial Reforms for India A new report advocates a shake-up in India's financial system to underpin growth
On Wall Street October 1, 2009 E. Thomas Foster Jr.	Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans.
Financial Planning September 1, 2006 Suzanne McGee	The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine.
Registered Rep. April 28, 2015 David Armstrong	Editor's Letter: May 2015 It's worth looking at the so-far relatively muted response of the industry to the Department of Labor's second go around in proposing new fiduciary regulations for financial advisors to retirement accounts.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
On Wall Street September 1, 2012 Elizabeth Wine	Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business.
HBS Working Knowledge February 20, 2006 Ann Cullen	The Tiger or the Dragon? India and China present compelling investment opportunities, but there is considerable risk involved for players who don't understand how local markets operate in each country and who aren't willing to make long-term commitments.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
The Motley Fool December 22, 2006 Dan Caplinger	Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options.
Investment Advisor August 2008 James J. Green	Catching up with...Mitch Politzer Even if there has been a sea change in annuities, there's still a lag among advisors in terms of using the products. Mitch Politzer, president and CEO of First Ameritas Life Insurance Corp. of New York, discusses the instruments.
BusinessWeek October 27, 2003 Diane Brady	All The World's A Call Center Outsourcing doesn't just save cash. It can lift quality.
Investment Advisor April 2009	Soapbox: How to Restore Trust If we want advisors to act in the best interest of clients, there should be a compensation system that offers them incentives them to do so.
IndustryWeek March 16, 2011 Ebert et al.	Managing Regulatory Challenges in a Global Marketplace Meeting requirements in emerging markets makes regulatory compliance an increasingly difficult issue for manufacturers. A new study sheds light on the challenges and how leading companies are meeting them.
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
On Wall Street April 1, 2011 J. Graydon Coghlan	Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age.
HBS Working Knowledge April 3, 2006 Jim Heskett	Has Globalization Reached Its Peak? The book End of the Line: The Rise and Coming Fall of the Global Corporation argues that globalization has led corporations to outsource too much of their work and, more important, their intellectual capital. So, has globalization reached its peak?
The Motley Fool October 15, 2010 Tim Hanson	A Huge Opportunity in Retail India could be the next portal for big retailers.
On Wall Street August 1, 2012 E. Thomas Foster Jr.	Reviewing Retirement Plans Can Reduce Risk In the retirement plans marketplace financial advisors can provide tremendous value for business owners by reviewing the inner workings of 401(k)s and other defined contribution retirement plans for potential risks and overall effectiveness.
Financial Planning December 1, 2012 Joe Russo	Independents Rising: Joe Russo Commentary When we re lumped in with all financial professionals, the value we offer is compromised.
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.
Financial Advisor June 2012	LPL Financial Launches Rollover Program LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
The Motley Fool November 23, 2009 Jennifer Schonberger	Here's Where to Invest in India The portfolio manager for T. Rowe Price's New Asia Fund gives some thoughts on investing in India.
AskMen.com Joshua Ritchie	India: The New Land Of Opportunity? Looking at India's economic landscape -- the opportunities, government incentives to producers, fastest-growing industries, and what the future holds.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
Financial Advisor April 1, 2010	Frontline News Advisor news: Is Your Client's Private Info Secure?... Hybrid Brokerages Shine Light On New Space... CFP Aspirants Need A Plan... Wanted: Silver Bullet For Retirement Income... more...
The Motley Fool September 28, 2007 Nick Kapur	Explosive Stocks in India India is attempting to build a foundation of sustainable yet powerful growth, and is doing it through a functional democratic process. Investors, with an annual growth rate of more than 7%, there are many Indian companies to keep an eye on.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Investment Advisor June 2006 Bob Clark	Clark at Large: Reality Check A good exercise is to periodically examine the things we know to be true and explore why we think so. Here's a list of possible misconceptions financial advisors hold to be true: Client portfolios need international exposure... It doesn't matter what the other advisors do... etc.
Financial Advisor July 2004 Dorothy Hinchcliff	Dusting Off Defined Benefit Plans Financial advisors now have what may seem like an unlikely tool to help some clients catch up fast for retirement and defer thousands in taxes.
CIO November 2, 2011 John Ribeiro	India Exempts Its Outsourcers from New Privacy Rules India's outsourcing industry breathes a sigh of relief as the government exempts it from strict new data protection rules.