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How Should Pre-Retirees Define ‘Comfortable’ Retirement?
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Those who work with retirees and people saving for retirement often have the best perspective when it comes to guidance pertaining to... Read more » Gold Drops to Six-Month Low as Dollar Surges on Recession Fear
Gold slumped to the lowest in more than six months as the dollar rallied amid growing recession fears that caused losses across... Read more »New ETFs only invest at night and aim for dreamy returns
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The NightShares strategy involves buying the index at the end of the day and selling it every morning.... Read more »- Jennifer A. Marcontell had been with Edward Jones for all of her 22-year career and marks a rare departure from the St.... Read more »
- In a flurry of Merrill departures leading up to the long July 4th weekend, Wells Fargo and RBC also landed three solo... Read more »
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New rules, old problems, and extreme markets lead to extreme advice. The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending... Read more »- JPMorgan Chase & Co. recruited Citigroup Inc. and Credit Suisse Group AG executives for its private bank, bolstering an effort to win... Read more »
- An employee at the Oklahoma City branch said that the dispute may have involved shared customer accounts, according to a local news... Read more »
- A Morgan Stanley broker managing $220 million in assets has jumped to J.P. Morgan Advisors in Miami. Torren J. Szuluk,… Read More The... Read more »
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Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.... Read more »- Stock prices for CI Financial and Focus Financial Partners are down 50% and 44% year to date, respectively, while the S&P 500... Read more »
- Daniel Michalow, the veteran fund manager fired by D.E. Shaw & Co. in 2018, won $52.1 million Wednesday from the firm, likely... Read more »
- Three-advisor Manchester, New Hampshire team led by 24-year veteran Doug Frizzell joined Wells Fargo’s independent channel from UBS. Read More The post Wells... Read more »
- The Financial Industry Regulatory Authority showed little sympathy for a 36-year industry veteran in Michigan who it alleged falsely identified… Read More The... Read more »
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Spuds Powell defies popular thinking with the niche client base he's built, one that he says makes both him and his clients... Read more »![]()
Smaller B-Ds and independent RIAs give advisers a platform for more strategic growth as well as a more attentive and supportive environment.... Read more »![]()
Do you think five years is too ambitious of a time frame? If so, consider this: five years ago, would you have... Read more »![]()
Oklahoma, Texas firms form Gaddis Premier Wealth Advisors. David Reed will serve as CEO of the new firm.... Read more »![]()
Regulatory fireworks, flight delays for fiduciary, and once popular investments getting grilled. The post FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week... Read more »![]()
The number of registered investment advisers, the clients they serve and the assets they manage all reached records in 2021, according to... Read more »
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