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Issue 33, 2014

30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years

Take a look around you. Your clients are aging: the Baby Boomer generation—that huge demographic blip in the population—is entering retirement. Faced with grown-up children and growing-up grandchildren, they are coming to terms with their own mortality. As the result of good investment management and planning, they are thinking beyond ‘today’ and focused on how and to whom their wealth will transfer.

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INSITE™ 2014 Takes Advisors to the Next Level

Pershing hosted more than 2,000 attendees and advisors from over 25 countries at INSITE™ 2014, held June 4-6 in Hollywood, Florida.

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Do Unconstrained Bond Funds Have Potential Investment Constraints?

Sponsor Commentary by Dreyfus

In 2013, the fear of rising interest rates led many investors to consider alternatives to traditional bond funds, including ‘unconstrained,’ or ‘nontraditional,’ fixed income funds.1

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The New Albridge™ Advisor Experience

The new Albridge Wealth Reporting™ platform has launched, featuring updated functionality that spans the full user experience to improve the way advisors leverage...

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To Roth or Not to Roth?

Are you prepared to answer the question if your clients ask about the opportunity of opening or converting to a Roth IRA? Rob Cirrotti, head of Retirement Solutions for Pershing, explains why the Roth IRA has become more popular than ever. Help your high-net-worth clients understand both the potential benefits and potential disadvantages of diversifying the tax status of their retirement savings.

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Lockwood Quarterly Commentary–Second Quarter 2014

The second quarter of 2014 witnessed relatively strong market returns across both stock and bond asset classes. In the equity market, the S&P 500® Index, which is often used to represent the total U.S. equity market, returned 5.2%, as all 10 of its economic sectors posted positive returns. Among market capitalization ranges, according to the broadly encompassing suite of Russell U.S. indices, large-capitalization companies reported the largest quarterly return and, stylistically, returns favored value over growth in the small-mid capitalization ranges and growth favored value in the large-capitalization range.

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