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  • American Funds is the biggest loser in shift toward passive investments January 22, 2012
    More than any other mutual fund company, American Funds is bearing the brunt of investors' latest infatuation with passive investing.
  • 4% withdrawal rule called into question January 22, 2012
    For nearly two decades, financial advisers have operated under the assumption that retired clients can withdraw a maximum of 4% of their nest egg each year. Now, the thinking is changing. Extra
  • Carried interest sparks bipartisan tax debate January 22, 2012
    When millionaire GOP presidential candidate Mitt Romney last week estimated his federal tax rate at 15%, he drew howls of criticism from both Republicans and Democrats, and put a controversial tax treatment for private-equity returns back on the front burner in Congress.
  • More wirehouse brokers expected to bolt this year January 22, 2012
    More brokers should shift to the independent RIA channel this year as markets stabilize and retention deals wind down.
  • Wirehouse market share has shriveled since crisis January 22, 2012
    The wirehouses have been losing market share hand-over-fist since the financial crisis, and according to estimates from Cerulli Associates Inc., the trend may only accelerate over the next three years.
  • Small banks thrive below regulators' radar January 22, 2012
    It speaks volumes about the state of the financial markets when not being and#x201C;too big to failand#x201D; is a selling point, but that is the case for regional and community banks.
  • Eyes on college, not the cash January 22, 2012
    Financial advisers may or may not agree with her plan, but for now, 16-year-old Olympic hopeful Melissa J. “Missy” Franklin is shunning corporate sponsors and turning down prize money.
  • Raymond James rolls out the red carpet for Morgan Keegan January 22, 2012
    More than 80 Morgan Keegan branch managers got their first look at Raymond James Financial Inc.'s headquarters in St. Petersburg, Fla., last week.
  • Tough times for Behringer Harvard January 22, 2012
    Behringer Harvard Holdings Inc., a fundraising powerhouse among nontraded real estate investment trusts over the past decade, has hit a rough patch.
  • Charitable incentives at risk January 22, 2012
    As lawmakers consider how to attack tax reform and debt reduction, the way that charitable gifts and deductions are treated is in the cross hairs.

Morningstar
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