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You might've made a mistake if you pulled your money from Pimco's Total Return Fund

Sep 3, 2015, 01:02 IST

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.

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Pimco is outperforming its peers (Investment News)

Pimco's Total Return Fund has seen 27 consecutive months of outflows, with the pace of the those outflows accelerating after Bill Gross left the fund in September 2014. According to Investment News, investors who have pulled about $191 billion from the fund over that time may be sorry. The fund has returned 0.72% year-to-date and 1.09% over the past 12 months, well ahead of the industry averages of 0.07% and 0.43% for the "intermediate term" fixed-income category.

Bill Gross is worried (Business Insider)

In his latest investment outlook, Janus Capital's Bill Gross lashes out against the zero interest rate policies of the world's major central banks. Gross said, "I'm not so much concerned about the return on my money as the return of my money." According to Gross, "Cash or better yet "near cash" such as 1-2 year corporate bonds are my best idea of appropriate risks/reward investments." As of August 25, Gross' Unconstrained Bond Fund was down 2.63% in 2015, trailing 92% of its peers, according to data Reuters obtained from Morningstar.

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Warren Buffett likes Bank of America's CEO (Business Insider)

Later this month Bank of America shareholders will vote on whether or not to combine the roles of chairman and CEO. Business Insider reached out to Warren Buffett, despite him not having voting power (he owns warrants and preferred shares), for his thoughts on the job chairman and CEO Brian Moynihan is doing. Through a representative, Buffett said he is "100% in support of Mr. Moynihan and believes he is doing an outstanding job for Bank of America shareholders." He continued, "When he took over as CEO, he was handed one of the toughest jobs in the history of American banking."

Advisor deals are surging (Think Advisor)

Think Advisor says data from Charles Schwab shows the first half of 2015 has seen 37 RIA mergers & acquisitions deals close. Those deals have included $49.8 billion AUM, up 53% from a year ago. According to Schwab's report, the average deal size was $1.3 billion AUM, Think Advisor notes.

Raymond James IAD has a new head of strategic growth(Financial Planning)

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Maria Daley has appointed vice president of strategic growth at Raymond James' Investment Advisor Division. According to Financial Planning, Daley joins Raymond James after spending the last nine years at Charles Schwab, Neuberger Berman and Atlantic Trust. "Raymond James' strong culture and robust RIA platform attracted me to the role," Daley said in a statement.

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