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Financial Advisor
September 2012
Jeff Schlegel
Not Making The Grade Financial advisors aren't as fiduciary as they should be, a new survey finds. mark for My Articles similar articles
The Motley Fool
May 30, 2007
Amanda B. Kish
PIMCO Walks on the Wild Side The bond firm plans to tackle riskier investments. But investors shouldn't start worrying yet. mark for My Articles similar articles
The Motley Fool
August 3, 2010
Amanda B. Kish
Can Bill Gross Keep His Magic Touch? Investors piling into his flagship bond fund are missing cheaper opportunities. mark for My Articles similar articles
Financial Advisor
September 2012
Nick Murray
Mister Dow 5,000 Strikes Again! Mr. William Gross is not the first high-profile person to herald the death of equities; he will not be the last. Such pronouncements are always wrong, and much more often than not they actually signal the imminence of an era of excellent returns. mark for My Articles similar articles
The Motley Fool
December 22, 2010
Dan Caplinger
Bill Gross Is Buying This. Should You? The bond market has gone into free fall in recent weeks. But bond guru Bill Gross apparently thinks it's much ado about nothing -- and he's letting his money do the talking for him. mark for My Articles similar articles
Investment Advisor
May 2007
Megan L. F. Robert
Bill Gross on the Housing Crisis Loan losses will threaten future growth, the bond king says, but not for the reasons you might think. mark for My Articles similar articles
Registered Rep.
January 26, 2011
Diana Britton
Pimco Moves Into New Territory, Again Pimco is launching a new fund line in equities. The bond fund giant tried to make the same move a decade ago -- and failed. Will it succeed this time? mark for My Articles similar articles
Registered Rep.
August 27, 2012
Stan Luxenberg
Bill Gross' New Trick PIMCO's Total Return ETF has proven the skeptics wrong and outperformed the flagship fund that shares its strategy. mark for My Articles similar articles
The Motley Fool
October 29, 2009
Amanda B. Kish
What Bill Gross Is Selling Now Beyond bear-market fund managers and securities lawyers, few people have emerged from the recent financial crisis ahead of the game. One who has, though, is legendary bond investor Bill Gross. mark for My Articles similar articles
The Motley Fool
April 19, 2008
Amanda B. Kish
Bill Gross to Investors: Run Away! Which segment of the market the world's largest bond fund is avoiding, and a look at bond ETFs. mark for My Articles similar articles
BusinessWeek
April 1, 2010
Keene & Walker
A Bond King Turns Bearish With interest rates likely to move higher, Pimco's Bill Gross says the long bull market for bonds is over. mark for My Articles similar articles
BusinessWeek
June 26, 2006
Carter & Der Hovanesian
Two Big Bets Against The Buck Why Warren Buffett and Pimco's William Gross say a slide is inevitable. mark for My Articles similar articles
Financial Advisor
October 2010
Scott A. MacKillop
One Standard, Period The debate over the fiduciary standard should be about clients - and it would be over in a heartbeat if it were. mark for My Articles similar articles
Financial Planning
September 1, 2011
Donald Jay Korn
Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category. mark for My Articles similar articles
Financial Advisor
March 2012
Evan Simonoff
What A Reversal Fixed-income luminaries like Pimco's Bill Gross and BlackRock's Larry Fink are lining up with virtual perma-bulls like Jeremy Siegel and Byron Wien to advocate equities. mark for My Articles similar articles
The Motley Fool
February 19, 2010
Chris Jones
Bill Gross and His Ring of Fire The manager of the world's largest bond fund searches for good investments in India, China, and Brazil. mark for My Articles similar articles
The Motley Fool
December 27, 2010
Amanda B. Kish
Why Even Bond Managers Hate Bonds It may be time to switch back to stocks. mark for My Articles similar articles
The Motley Fool
February 22, 2010
Amanda B. Kish
Money Managers: The Best of the Best Don't forget to look for copycats with small fees. mark for My Articles similar articles
Financial Advisor
December 2005
Alan Lavine
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. mark for My Articles similar articles
Investment Advisor
February 2009
Kara P. Stapleton
Who's Investing Where? A new report for advisors finds nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these assets has declined since 2001. mark for My Articles similar articles
Financial Advisor
October 2011
Evan Simonoff
Taking De-Risking Too Far? A 10% allocation to equities only makes sense for a retiree with a short time horizon. mark for My Articles similar articles
Financial Planning
December 1, 2006
Elizabeth O'Brien
Safe Harbor Bill Gross' Harbor Bond remains a good pick despite a (relatively) down year. mark for My Articles similar articles
Registered Rep.
June 10, 2011
Jerry Gleeson
Bill Gross Puts Damper on Morningstar Conference with Bearish Keynote Financial advisors are considered an optimistic, if cranky, lot in the aggregate, but that sentiment was put to the test this week by bond guru William Gross. mark for My Articles similar articles
Financial Advisor
May 2010
Evan Simonoff
The Untold Story Editor's Note: Clients' portfolios may be back to within a few percentage points of their all-time highs, but it's a small consolation to advisors facing lawsuits or arbitrations. mark for My Articles similar articles
Financial Advisor
June 2012
Murray: Retirement Income Boils Down To One Issue Nick Murray, an author who also publishes a newsletter and provides a spot coaching service, stressed that advisors must focus on whether the income is going to outlive the people or are the people going to outlive the income? mark for My Articles similar articles
The Motley Fool
June 26, 2011
Maz Jadallah
Hedge Funds Are Bullish on Equities Hedge funds are increasing their gross exposure to equities to a greater degree than institutional investors. mark for My Articles similar articles
Financial Planning
July 1, 2010
Marion Asnes
Envestnet's Fiduciary Opportunity Bill Crager, president of Envestnet, is not going to wait for Washington to figure out the fate of the fiduciary standard. The way he sees it, the market has already spoken. mark for My Articles similar articles
The Motley Fool
September 13, 2011
Dan Caplinger
Don't Follow Bill Gross Off the Cliff PIMCO bond maven Bill Gross throws in the towel. Should you? mark for My Articles similar articles
Financial Advisor
July 2012
Evan Simonoff
No 2008 Replay It's hard to deny that events playing out over recent months have borne any eerie similarity to those of the first half of 2008. mark for My Articles similar articles
Registered Rep.
July 12, 2011
Stan Luxenberg
Some High-Profile Mutual Fund Managers Are on a Buyer's Strike At a time when the markets are plagued by sluggish economic growth and unnerving debt burdens, some prominent funds are avoiding major categories of stocks or bonds. mark for My Articles similar articles
Financial Advisor
March 2008
David Lawrence
A Higher Standard It is incumbent on all financial advisors to acknowledge their potential role as a fiduciary and act accordingly where and when applicable. So, that leads to a question of just what a fiduciary does during a typical day. mark for My Articles similar articles
BusinessWeek
April 28, 2011
Sree Vidya Bhaktavatsalam
This Crash Protection Doesn't Pay Despite turmoil, bear market funds are the worst performers. mark for My Articles similar articles
Financial Advisor
October 2012
Michelle Knight
A Great Reallocation? The long predicted shift from bonds to equities could finally happen. mark for My Articles similar articles
Financial Advisor
May 2010
Evan Simonoff
Nick Murray On Numbers As the country emerges from a nasty recession, this perceptive observer of the financial services industry is upbeat about the future for advisors. A conversation with Nick Murray. mark for My Articles similar articles
BusinessWeek
November 19, 2009
Lewis Braham
What's Inside Pimco? Pimco Total Return Fund is the world's biggest mutual fund. What's in its portfolio? mark for My Articles similar articles
Investment Advisor
September 2010
Bob Clark
Clark at Large: Time to Represent, Advisor Leaders! Advisors can play a powerful role in the SEC's fiduciary deliberations, if they can get their leaders to lead. mark for My Articles similar articles
Registered Rep.
December 8, 2015
2015 Broker Report Card: Show Me The Money Advisors' gross production varied widely by firm in this year's survey results. mark for My Articles similar articles
The Motley Fool
March 11, 2011
Rich Smith
Bond Guru Dumps U.S. Debt -- Time to Panic? PIMCO Total Return Fund unloads the last of its U.S. Treasury bonds. mark for My Articles similar articles
Investment Advisor
March 2008
Melanie Waddell
Figuring Out Fiduciary What, exactly, does fiduciary advisor mean? How can an advisor know for sure if he's fulfilling his fiduciary obligations? Are there any real guidelines? mark for My Articles similar articles
Investment Advisor
September 2010
Melanie Waddell
The Playing Field: The Dodd-Frank Reform Bill Afterlife A fiduciary standard for all may crimp RIAs' competitive edge. mark for My Articles similar articles
Financial Planning
August 1, 2013
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month. mark for My Articles similar articles
The Motley Fool
May 11, 2011
Alex Dumortier
Don't Even Think About Owning Treasury Bonds The disclosure by PIMCO in April that fund manager Bill Gross is betting against Treasury bonds in the Total Return Fund -- the world's largest bond fund -- made a lot of noise. mark for My Articles similar articles
Investment Advisor
July 2009
Melanie Waddell
Regulatory Reform Angst It's clear that advisors are worried about the impact of regulatory reform measures. mark for My Articles similar articles
Financial Planning
November 1, 2006
Bob Veres
Fiduciary Fire Index At the start of the new year, the Pension Protection Act will go into effect and expose all over again the fact that, although we all like to talk about fiduciary standards, there really isn't any consistent definition of the term. mark for My Articles similar articles
BusinessWeek
January 21, 2010
Michael McKee
As the Economy Recovers, What Is 'Normal'? The Great Recession had many experts fretting about America's long-term growth potential. Now a survey of Wall Street economists shows a less pessimistic view. mark for My Articles similar articles
The Motley Fool
July 22, 2010
Dan Caplinger
Why Bill Gross Thinks You'll Retire Poor Pimco bond guru Bill Gross still believes that a rapidly expanding U.S. economy is a thing of the past, at least for the foreseeable future. That's bad news for wannabe-retirees counting on a bull market to bail out their finances. mark for My Articles similar articles
The Motley Fool
April 12, 2011
Alex Dumortier
Bond Guru Bill Gross Is Short Uncle Sam As of the end of March, PIMCO's flagship fund, the Total Return Fund, is short U.S. Treasuries. That's a signal all investors should reflect on. mark for My Articles similar articles
Financial Advisor
May 2010
Bill Bachrach
What Lower Standards Bring A lack of fiduciary standards for the industry means that as an advisor you have a competitive advantage when you put the client first. mark for My Articles similar articles
The Motley Fool
August 31, 2011
Morgan Housel
Bill Gross and the Case for Buy Low and Hold Every investor could improve their results by keeping a buy-low-and-hold mentality in mind. Even masters like Gross, it appears. mark for My Articles similar articles
Financial Advisor
March 2012
Donald B. Trone
Defining 'Fiduciary' In Three Dimensions It means different things to different advisors, depending on their registered status, experience and background. What is clear is the need to continue to build consensus around what the term means to the industry. mark for My Articles similar articles