Fiduciary

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(Click for frequent words.) 69 fiduciary 56 fiduciaries 56 fi# 56 Fiduciaries 55 Wealth Management 54 Fiduciary Services 53 Retirement Plan 51 Mutual Funds 51 Defined Contribution 51 Target Maturity 51 Investment Adviser 50 Retirement Income 50 Managed Accounts 50 Fiduciary# 50 NYLIM Retirement Plan 50 AFBA 50 Limited Duration 50 Fiduciary Advisors 49 ERISA 49 Employee Benefit Plan 49 mutual fund 49 Institutional 49 ERISA fiduciary 48 Institutional Asset Management 48 Fixed Annuities 48 Schwab Advisor 48 HighTower 48 Accredited Investor 48 Tax Exempt Bond 48 ASPPA 48 PFPC 48 WHG LargeCap Value 48 Defined Contributions 48 Ascensus 48 GrowthPoint 48 SEI Institutional 48 Fiduciary Standard 48 Managed Account 48 Wealth Advisor 47 Policyholder 47 Mutual Fund 47 ETF Portfolios 47 Wealth Managers 47 Taxable Fixed Income 47 Invesco AIM 47 subadvisors 47 IRA Rollover 47 Invesmart 47 Discount Brokerage 47 ALPS Fund 47 NAPFA 47 Fiduciary Responsibility 47 Estate Planning 47 AlphaMetrix 47 Blaine Aikin 47 Scottrade Advisor 47 Envestnet 47 Defeasance 47 subadvisory 46 RiverSource 46 Defined Contribution Plan 46 Wealth Preservation 46 Investment Advisers 46 custodied 46 PMFM 46 DailyAccess 46 Harris myCFO 46 Employee Benefit 46 Pension 46 Fidelity Brokerage 46 IXIS Asset Management 46 Asset Allocation 46 Mackenzie Cundill 46 Hedge Fund 46 Fidelity Investments Institutional 46 Employee Retirement 46 Oakmark Funds 46 Defined Benefit 46 Asset 46 Altegris 46 LACERS 45 Large Cap Equity 45 Risk Retention 45 Separate Accounts 45 CEFEX 45 GuidedChoice 45 Actively Managed ETFs 45 Defined Benefits 45 Balanced Income 45 BISYS 45 Securian Retirement 45 Institutional Wealth 45 Vanguard Quantitative 45 Individual Retirement 45 Multimanager 45 Robeco Investment 45 Custodial Account 45 Wealth 45 USAllianz 45 IRA rollovers 45 Wealth Strategies 45 Bisys 45 Automatic Rollover 45 Private Equity Funds 45 Institutional Client 45 Private Client 45 Trainer Wortham 45 Investment Advisor 45 SEI Advisor Network 45 Employee Benefits 45 Ameriprise 45 Advisers Act 45 Amerivest 45 NYLIM 45 PriceMetrix 45 Tax Exempt 45 Kaufman Rossin Fund 45 Hedged Equity 45 Fiduciary Asset Management 45 mutual funds 45 Flexible Benefits 45 PenChecks 45 Hirtle Callaghan 45 Kingate 45 Linsco Private Ledger 45 Sciens 45 subadvisor 45 SMSF 44 recordkeeper 44 Stable Value 44 Laird Norton Tyee 44 Finra 44 Artisan Mid Cap 44 Fiduciary Studies 44 Cushing MLP 44 SunGard WealthStation 44 CheckFree Investment 44 Long Term Disability 44 Segregated funds 44 Ullico Casualty 44 Schwab Institutional 44 Retirement Plans 44 Grail Partners 44 Portfolio Rebalancing 44 Fortigent 44 Ameriprise Retirement 44 Qualified Default 44 Fiserv ISS 44 Fred Reish 44 Permal Investment 44 SVB Asset Management 44 Vantagepoint 44 Investment Advisors 44 Disciplined Equity 44 Prime Brokerage 44 HD Vest 44 Placemark 44 UMBFS 44 Nicholas Applegate 44 Simplified Prospectus 44 Bjurman Barry 44 DWS Scudder 44 Maxam Capital 44 BNY Asset Management 44 GNW Evergreen Insurance 44 Fidelity 44 Republic Wealth Advisors 44 HighTower Advisors LLC 44 FCPA Compliance 44 Managed Portfolio 44 Absolute Return Strategies 44 F Squared 44 MASECO 44 Fund.com OTCBB FNDM 44 Securitization 44 ActivePassive Portfolios 44 Aweida Capital 44 Quadravest Capital Management 44 Rogerscasey 44 CRAFund Advisors 44 Franklin Templeton Institutional 44 Investment Management 44 MFS Investment 43 Alternative Asset Allocation 43 Transamerica Retirement 43 subadviser 43 multimanager 43 Variable Annuities 43 Crill Canavan 43 broker dealers 43 HFSB 43 Income Annuities 43 MSSB 43 Securian Financial Services 43 Actuarial Consulting 43 Vestmark 43 SagePoint Financial 43 INTECH Investment Management 43 Employee Benefit Plans 43 Rbc 43 TCW Strategic 43 NASD Rule 43 FundVest 43 Investment 43 Innovest Systems 43 Private Banking 43 Sub Advised 43 Core Fixed Income 43 Self Directed 43 Intermediary Distribution 43 TriZetto Advantage 43 Subadviser 43 Man agement 43 Shearman Sterling 43 subadvises 43 COMPLIANCE WATCH 43 Fiduciary Trust 43 Urdang Capital 43 #k Toolbox 43 IncomeFlex 43 Insured Deposits 43 OFI Private 43 Qtrade 43 FoHF 43 Efama 43 WealthStation 43 Lawyers Professional Liability 43 fiduciary responsibilities 43 Altamira Investment 43 RightPath 43 subadvised 43 INVEST Financial 43 ERISA Employee Retirement 43 Closed End 43 SOF ΒΆ 43 TD Mutual Funds 43 PrimeVest 43 Retirement 43 TD Waterhouse Institutional 43 WM Advisors 43 Alex Sheshunoff 43 RolloverSystems 43 FINRA 43 OEIC 43 Employees Retirement 43 FundQuest Incorporated Registered 43 investment advisors RIAs 43 RiverSource Investments LLC 43 - Noninsymbol ANO 43 NewSmith 43 Employee Benefit Assets 43 PrinceRidge Group 43 CFPs 43 Linedata Compliance 42 Bellatore 42 Keller Rohrback LLP 42 PAAMCO 42 Statutory Fundraising 42 PGB Trust 42 Collective Investments 42 Accessor 42 UMB Scout 42 Transamerica Asset Management 42 Loring Ward 42 Brookfield Multiplex Capital 42 Cornerstone Real Estate 42 RCGT 42 broker dealer 42 Institutional Shareholders 42 Mariner Wealth Advisors 42 NFJ 42 PRIMEVEST 42 Majedie Asset Management 42 -cruiser USS Vincennes 42 LACERA 42 Private Wealth Management 42 UVEST 42 Pyramis Global Advisors 42 Qualified Intermediary 42 Callan Associates 42 TCW Galileo 42 UHNW 42 Probitas Partners 42 Squar Milner 42 Roth IRA Conversion 42 Alternative Investments 42 BlackRock Floating Rate 42 ActivePassive Funds 42 Preparer 42 Educational Retirement 42 Retirement Annuity 42 Wealth Advisers 42 Private Equity Portfolio 42 Pershing Advisor 42 Member NASD 42 GlobalBridge 42 Recordkeeping 42 Investment Fiduciary 42 Smead Value Fund 42 MD Sass 42 Van Kampen Asset Management 42 Socially Responsible Investment 42 Newsflashes 42 NewOak 42 Holding NV ASML 42 Lockridge Grindal Nauen PLLP 42 dually registered 42 Operational Due Diligence 42 Mortgage Servicing 42 Institutional Brokerage 42 Crestone Capital 42 Professional Appraisal 42 Kochis Fitz 42 KiwiSaver Scheme 42 Fixed Annuity 42 Responsible Investing 42 FTAM 42 ERISA Fiduciary 42 Asset Allocation Funds 42 Curian Capital 42 Quantitative Equity 42 UHNW clients 42 Forstmann Leff 42 Invesco Trimark Ltd. 42 AXA IM 42 Schwab YieldPlus Select 42 CUSO Financial 42 DKR Capital 42 Actively Managed 42 FPSB 42 QDIA 42 Loring Wolcott 42 Godwin Ronquillo 42 Defined Contribution Retirement 42 GR NEAM 42 Fixed Income Portfolio 42 Investment Counsel 42 GlobeOp 42 Ascot Partners LP 42 Westridge Capital 42 Oakmark 42 Real Estate Investing 42 ATB Investor 42 Ssas 42 Nuveen Municipal 42 ExpertPlan 42 AFBA 5Star Funds 42 Dividend Income 42 grantor trusts 42 subaccounts 42 fiduciary responsibility 42 Froley Revy Investment 42 Prudential Retirement 42 Oeic 42 Loan servicing 42 America marketFLEX 42 Marketocracy Capital 42 Exempted Limited 42 URDANG 42 iShares ETFs 42 NASD broker dealer 42 Anna Sofat 42 ADP Brokerage 42 TripleTree LLC 41 Diversified Alternatives 41 WealthADV 41 Granahan Investment 41 Global Thematic 41 Trusco 41 recordkeeping 41 Wealthcare Capital 41 Altegris Advisors 41 Brokerage 41 Wipfli LLP 41 ComplianceTrak 41 ProManage 41 JovInvestment 41 Smead Capital 41 Emerging Markets Income 41 HedgeServ 41 Fixed Income 41 Touchstone Investments 41 Benefits Outsourcing 41 FAIS Act 41 DoubleLine Funds Trust 41 Retirement Savings 41 Contribution Limits 41 Atalanta Sosnoff 41 Cidel 41 Counterparty Risk 41 SDCERS 41 Asset Management IAM 41 fiduciary obligations 41 Ucits 41 Handler Thayer 41 Viatical 41 HNW 41 Franklin Templeton Distributors 41 Ixis Asset Management 41 Wealth Advisors LLC 41 Pensco 41 deferred variable annuity 41 Hueler Companies 41 Institutional Shareholder 41 Firmwide 41 CIBC Mellon 41 Fairholme Capital 41 CACEIS 41 CI Mutual Funds 41 Investment Alternative QDIA 41 FINRA MSRB 41 Hovde Private Equity 41 Institutional Clients 41 Finacial 41 Citco Fund 41 SolomonEdwardsGroup 41 Laudus 41 Mainspring Managed 41 David Tittsworth 41 Protegent 41 Equity Indexed Annuity 41 AEPG 41 AmeriFirst 41 FDIC Insured 41 Proxy Voting 41 Daszkal Bolton LLP 41 Fidelity WealthCentral 41 Folio Investing 41 Asset Servicing 41 Background Screening 41 iSectors 41 FINRA Arbitration 41 Socially Responsible Investing 41 YieldPlus Funds 41 LRG Capital Group 41 Shareowner 41 PIMCO 41 Seligman Advisors 41 Taft Hartley 41 YieldQuest 41 NIVM 41 Stoker Ostler Wealth Advisors 41 Lockton Companies 41 Evercore Asset Management 41 Columbia Glbl Value 41 Gabelli Funds LLC 41 Fi# 41 MassMutual Taft Hartley 41 Custodial Accounts 41 EUSD 41 Introducing Broker 41 Mid Cap Value 41 Tenens 41 Distressed Debt 41 Eaton Vance Floating Rate 41 ING Clarion Real Estate 41 CUNA Brokerage Services 41 Riverpoint Capital 41 Nonqualified 41 Advisors 41 Arrangements IRAs 41 Managed Portfolios 41 Assurex Global 41 rollover IRAs 41 SEI 41 Fetter Logic 41 Inviva 41 Finanical 41 TD AMERITRADE Clearing 41 AGF Emerging Markets 41 Hylant 41 Invesco 41 Advantus 41 Private Wealth Advisors 41 Roderick Munsters 41 Variable 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Barach 41 MSDW 41 Hedge Fund Replication 40 Hampshire Generational 40 Beutel Goodman 40 Eze Castle Transaction 40 NASDAQ FADV 40 Ringler Associates 40 Schwab YieldPlus 40 Defined Benefit Plans 40 Wealth Advisors 40 Wealth2k 40 Form ADV 40 RIAs 40 Akre Capital 40 BT Pension Scheme 40 TradePMR 40 ASSET4 40 Diversified Portfolios 40 Multi Cap Value 40 Tax Advantaged 40 Convoke Systems 40 L.L.P. 40 LSV Asset Management 40 Vonya Global 40 RJFS 40 PIMCO Advisors 40 Manville Personal Injury 40 Sinopia 40 SDCERA 40 Multiemployer 40 CitizensTrust 40 Inalytics 40 Pershing Advisor Solutions 40 ShareBuilder Advisors 40 JennisonDryden 40 Member FINRA 40 Discounted Gift 40 Revocable 40 Tiburon Strategic 40 multistrategy hedge fund 40 Jennison Associates 40 Annuities 40 ICMA RC 40 NAAIM 40 OpenWealth 40 b ds 40 Family Wealth Advisors 40 GenSpring Family Offices 40 NWQ 40 Hartford Mutual Funds 40 Subadvisory 40 Arbitrations 40 Broadmark Asset Management 40 Peter Clapman 40 Litman Gregory 40 HFR Asset Management 40 FundQuest 40 UNJSPF 40 UITF 40 TriPoint Global Equities 40 commingled discretionary 40 asset allocation 40 Friess Associates 40 Retirement Account 40 MF Declares Dividend 40 STANLIB 40 Dain Rauscher 40 Financing Transaction 40 Probity 40 Changsheng Fund 40 Certified Employee Benefit 40 Value Enhancement 40 Brevan 40 Brinton Eaton 40 Unit Trusts 40 AllianceBernstein Investments 40 SunGard Protegent Surveillance 40 FOLIOfn Investments Inc. 40 Gratio Capital 40 Matrix Absence 40 WorkComp 40 Radical Bunny 40 TimesSquare Capital Management 40 Family Revocable Living 40 Disclosure Requirements 40 Wealth Builders 40 MMA Praxis 40 Primecap Management 40 Avalar Real Estate 40 ActiFi 40 Real Estate 40 Knut Rostad 40 Conversus Asset Management 40 FIVE STAR Wealth 40 RSM McGladrey Employer 40 Rollover IRAs 40 Vestmark Platform 40 Brookfield Real Estate 40 Eaton Vance Limited Duration 40 Coastal Escrow 40 IRAs annuities 40 Teachers Retirement 40 Belstar 40 Curian 40 Misapplication 40 ABFC 40 Charitable Gift 40 Grantor Trust 40 Uni Ter 40 Jabre Capital 40 MML Investors Services 40 Depository Participant 40 NorthPoint Trading Partners 40 MidCap Value 40 GunnAllen Financial 40 Large Cap Fund 40 StanCorp Investment 40 IRA Individual Retirement 40 Analyst CIMA 40 Geneos 40 Northwater 40 HORAN Capital 40 Lifestyle Portfolios 40 Covered Call 40 Financial Services 40 Calamos Holdings 40 IFAs 40 Mellon Analytical 40 Sandelman Partners 40 OSAM 40 David Odenath 40 Rembert Pendleton 40 Northrim Benefits Group 40 Fiduciary Warranty 40 ByAllAccounts 40 Floating Rate Trust 40 Palisair Capital 40 AGF Funds 40 Wrongful Discharge 40 SteelPath 40 Wealth Mgmt 40 Meritage Portfolios 40 SunAmerica 40 Credential Direct 40 Broker Dealer 40 Credit Pref 40 Stewardship 40 Wealth Enhancement 40 AXA Advisors 40 Benistar 40 Liability Driven 40 Compliance 40 fraudulent misappropriation 40 Invesco Aim 40 Lahde Capital 40 iTrust Financial 40 Fiduciary Liability 40 Dimensional Fund Advisors 40 Exempt Organizations 40 RidgeWorth 40 Tenant Representation 40 subaccounting 40 Tontine Associates 40 GEAM 40 consultant Ennis Knupp 40 OCIE 40 AML Compliance 40 Salient Wealth Management 40 Qrops 40 IRA rollover 40 KBSH 40 BrokerCheck 40 Promontory Interfinancial Network 40 Absolute Return 40 Ethical Behavior 40 Rezny Wealth Management 40 PENSCO Trust Company 40 Basis Yield 40 Municipal Employees Pension 40 Odenath 40 Harding Loevner 40 Smart#k 40 MphasiS Healthcare 40 Advisers LLC 40 UCITs 40 Pimco Commodity 40 Mourant Ozannes 40 Roth Individual Retirement 40 Prudent Investor 40 -organic yerba mate 40 Multistrategy 40 multiasset 40 KRFS 40 Adviser Exemption 40 NASD Dispute Resolution 40 Underwriting 40 Pentegra Retirement Services 40 Windstone Capital 40 ePlan Services 40 McLean Budden 40 AdvisorOne 40 Karpus Investment 40 Joseph Emas 40 member FINRA www.finra.org 40 SEI Nasdaq SEIC 40 Managed Funds 40 MAXAM 40 Voluntary Benefits 40 SURS 40 LRG Capital 40 Trustee ad Litem 40 Virtus Investment Partners 40 Valuation 40 Findley Davies 39 Aksia 39 Hewitt EnnisKnupp 39 OCERS 39 Captive Insurance Companies 39 Fortigent LLC 39 Foreclosure Relief 39 HedgeOp 39 Equitrak 39 Hueler 39 MPM BioEquities 39 Pension Schemes 39 Balanced Portfolio 39 Galtere 39 Nasgovitz 39 LSV Employee Group 39 DALBAR 39 CoBiz Trust 39 Rideau Recognition 39 endowments foundations pension 39 Opteum 39 PLANADVISER 39 Invest ments 39 Slavery Reparations 39 Sandra Manzke 39 MullinTBG 39 Structured Product 39 GGOF 39 Global Absolute Return 39 Witan 39 Osbon Capital 39 UniSuper 39 OAM Avatar 39 Cayman domiciled 39 CDO #-# Ltd. 39 Trusts 39 Nationstar Mortgage LLC 39 NASD Fines 39 Trimark Fund 39 AEFA 39 Safelight Security 39 Fiduciary Counselors 39 Testamentary 39 Captive Insurance 39 Annuity 39 Artisan Partners 39 Multistate Tax 39 subadvisers 39 UBS Fiduciary Trust 39 FMR Corp. 39 Alain Dromer 39 Swap Dealer 39 Trust KHI Declares 39 Drawbridge Special 39 USI Affinity 39 Wealth Accumulation 39 Wealth Strategist 39 UMAs 39 Item Processing 39 Variable Annuity Sales 39 Actuarial 39 INTRUST 39 -SCUD Single stage 39 Individual Annuity 39 Recoupment 39 Putnam Investments 39 Distressed Assets 39 pensions endowments 39 Compl 39 Forensic Accountants 39 OppenheimerFunds 39 DoubleLine 39 AXA Rosenberg 39 Froley Revy 39 Multi Strategy 39 CheckFree APL 39 Broker Pleads Guilty 39 Shale Royalties 39 ENSIS 39 GRC Governance Risk 39 Interest Rate Derivatives 39 Diversified Income 39 Unizan Financial 39 Separate Account 39 Source LIMRA 39 NADN 39 PortfolioServices 39 Blacknight Internet 39 alternate payee 39 NWD Investment 39 CPA Firm 39 AIP Mutual Funds 39 WellsTrade 39 Capmark Investments LP 39 Residential Lending 39 JH Cohn LLP 39 Cayman Islands Monetary 39 Bonds ETFdb Category 39 Beecher Carlson 39 Foreign Corrupt 39 Tax Deferral 39 Lipper Fitzrovia 39 Amvescap Plc AVZ LN 39 Expense Analyzer 39 GuideStone Funds 39 Basis Yield Alpha 39 R. Solin 39 UNIFI Companies 39 Magnetar Capital 39 Aust Rim 39 ReFlow 39 WealthTrust 39 FINRA BrokerCheck 39 Investments 39 ANZ Custodian 39 Berthel Fisher 39 Placemark Investments 39 PIABA 39 SSgA 39 CoBiz Private 39 GenSpring 39 Daylight Forensic 39 Policies Procedures 39 Managed Futures 39 Talvest 39 Condominium Conversion 39 Solo #k 39 Real Estate Solutions FNRES 39 Professional Indemnity 39 AMVESCAP 39 LegalKEY R 39 OpHedge 39 FolioDynamix 39 Felcom Data Services 39 Creditor Rights 39 Shareholder Yield 39 Fairfield Sentry 39 ULLICO Investment 39 SFOs 39 Asset Advisors 39 Faircourt Asset Management 39 Voluntary Employee Benefits 39 UBS Wealth Management 39 GunnAllen Financial Inc. 39 Client Satisfaction 39 Member NASD SIPC 39 Credit Card Debt Settlement 39 Tenant Screening 39 Proficy Change 39 Actuarial Standards 39 Segregated Funds 39 Bonds.com 39 Defined Benefit Plan 39 OPTrust 39 Ameriprise Financial 39 NASAA 39 Luther King Capital 39 Vanguard Inflation Protected 39 AdvisorMail 39 Will Danoff 39 HighMark Funds 39 RSM McGladrey 39 Southpac 39 StoneCastle 39 Large Cap Core 39 Incentive Compensation 39 Aravali Fund 39 Estate Planners 39 firm Sadis 39 Schwab Yield 39 Zurich Scudder Investments 39 FTI Forensic 39 PPFs 39 Global MegaTrends Fund 39 Stradley Ronon 39 Fixed Income Capital Markets 39 Kayla Gillan 39 - NonintereNhlanhla Dlamini 39 BancWare 39 CAPTRUST 39 Coreland 39 Claymore BulletShares 39 Structured Settlements 39 Cuomo Subpoenas 39 Guaranteed Minimum Withdrawal 39 Asset Mangement 39 Uniform Fraudulent Transfer 39 Schwab YieldPlus Fund 39 k rollovers 39 Bing Waldert 39 1 placee Finder 39 Funds Announce 39 RSM EquiCo 39 Tennenbaum Capital 39 SIPP Self Invested 39 SWYSX 39 WealthManager 39 Morningstar Principia 39 Pension Plans 39 Lexcel 39 Werner Value Added 39 CIKR 39 AXA Advisors LLC 39 Employee Benefits Practice 39 Rollover IRA 39 SSgA Funds Management 39 Fidelity Investments Vanguard 39 Value Realization 39 Ltd. ACAS 39 AIM Trimark Investments 39 FICO Decision 39 Asset Management 39 BlackRock Advisors 39 Securian Financial 39 Wasatch Funds 39 Institutional Fixed Income 39 Montrusco Bolton 39 Contingent Workforce 39 LLP www.girardgibbs.com 39 Structured Credit 39 Ed Slott Elite 39 Newgate Capital 39 7Twelve 39 Opalesque Exclusive 39 BlackRock 39 Scotia DBG 39 Apidos 39 BMO Investments 39 Professional Conduct Rule 39 LaSalle Broker Dealer 39 JPMF 39 Executive Compensation 39 YOUR FUNDS 39 Analytic Investors 39 DSTi 39 Pricewaterhouse Coopers LLP 39 FINRA Dispute Resolution 39 Norrep 39 Mortgage 39 Conning Asset Management 39 wirehouses 39 Securities Litigation Practice 39 CFA charterholder 39 member FINRA SIPC 39 AHERA 39 Edelweiss MF 39 Altshuler Shaham 39 SouthernSun 39 CitiStreet 39 IRA custodian 39 Pentegra 39 RBC Dexia Investor 39 Cliffwater LLC 39 TD AMERITRADE Institutional 39 Highmount Capital 39 Foresight TPA 39 Primecorp Commercial Realty 39 Triad Advisors 39 Fund CREF

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