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Special Report Index

Displaying 173 results

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  • October 24, 2010

Industry attitudes: Your voices and views

More than 800 financial advisers weighed in on their practices, the economy and regulation in our annual special report.

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The Golden Years

In the third installment of the InvestmentNews four-part Lifestage series, we focus on those 60 to 75 — people on the verge of retiring and those who are in the first stage of retirement.

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  • August 15, 2010

<b>Special report:</b> The top SMAs

The second quarter opened up with high hopes and generally positive expectations for the remainder of the year.

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IN conversation with: Richard Weil, Janus Capital

Since coming on board in February as CEO of Janus Capital Group Inc., Richard M. Weil has set the groundwork for his firm's goals for 2010 and beyond.

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<b>Special report:</b> The top clearing firms

Clearing firms, facing declining revenue and increased competition, have something new to worry about: More and more broker-dealers are seeking loans as an incentive to sign on with a new firm.

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Stuck in the middle

They're in their prime earning years, often saving for their kids' college education at the same time they're forced to support an aging parent (while, of course, trying to save for their own retirements, too.) In this exclusive Lifestages special report, InvestmentNews focuses on the middle years: 40 to 60.

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2010 Advisers’ Choice

Who do financial advisers think are the most influential and respected portfolio managers and fund companies? Find out in this exclusive InvestmentNews special report

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  • May 24, 2010

Products on the horizon

The following is an edited transcript of InvestmentNews' mutual fund round table, held in New York Feb. 9. It was moderated by reporter David Hoffman.

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<b>Special report:</b> B-Ds hit where it hurts

The indie B-D industry took a giant step backward last year, with the largest 25 firms collectively reporting a 10.3% drop in gross revenue. View the exclusive IN special report

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A changing landscape

The mutual fund industry has long been dominated by a handful of companies, but continuing fallout from the recent market downturn and other structural factors have created opportunities for nimbler, smaller companies to gain more business.

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  • February 21, 2010

Spotlight on VAs

The humble variable annuity is gaining in popularity

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Advisers’ dream: Apps that make things easier

Advisers want ways to use technology to streamline their practices and overall efficiency.

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  • January 24, 2010

Broker-dealers living in fear of the unknown

Broker-dealer executives are bracing for an onslaught of regulation coming out of Washington that could rewrite the rules of their industry and wreak havoc on the way they conduct their business.