1 in 4 Americans are 'sandwiched' between their parents' and children's expenses
New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.
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UBS picks up $1.7B private wealth team from AllianceBernstein
The team, led by three experienced industry players, will work out of the Philadelphia office the Swiss banking giant opened in August.
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NFL HOFer Ray Lewis on why financial advisors should treat clients like family
During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.
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Ermotti return 'Hollywood casting' for UBS, former top insider says
Naratil sees the new CEO as the right person to deliver on integration with Credit Suisse.
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The SEC must take action to protect investors from forced arbitration
Mandating the use of pricey arbitrators for retail investor complaints makes no sense — other than to make the process prohibitively expensive, argue two investor advocates.
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Recruiting case highlights perils of equity deals
Industry recruiters say offers of shares in advisory firms are hard to value.
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How the ticking clock affects tax-loss harvesting
A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.
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Franklin Templeton CEO on the 'unintended consequences' from interest rate hikes
At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.
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Advisory practices aren't meeting clients' tax demands, study finds
Consumers with more than $250,000 in assets are seeking the services at a higher rate than financial advisors are currently providing them, according to a new survey.
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Ask an advisor: Should I divest from China?
The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?
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Creative Planning makes another purchase with $1.4B RIA
The Overland Park, Kansas firm's latest acquisition comes right off its deal to buy Goldman Sachs' Personal Financial Management unit this quarter.
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JPMorgan exec says 'Wall Street 2.0' will be better for women
Mary Callahan Erdoes, CEO of asset and wealth management at the megabank, says recent advancements in remote connectivity will lead to a "much better Wall Street than many of us grew up in." She urges women not to let newfound flexibility go away.
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Advisor barred over outside investments owes back Wells Fargo recruiting loans
FINRA booted Scott Reed from the industry after he went outside his firm to raise money for a software and web development firm.
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Edelman Financial Engines acquires $425M RIA
Align Wealth joined the $250 billion RIA, retirement plan and robo-advisor firm as M&A becomes "a key component" of its growth, the firm's CFO told FP.
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What women, next-gen investors want in philanthropy: Bank of America study
A new report on wealthy Americans' philanthropic activities shows where advisors can help women and younger investors with giving back.
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Employee financial wellness is at an all-time low, Bank of America finds
Employees are still struggling with their financial obligations, and less than half feel good about their financial situation.
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For investors, government shutdowns are losing their shock value
Over the weekend, Congress approached and then retreated from fiscal armageddon. Wall Street's response: Whatever.
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JPMorgan cites 'investor remorse' in defense against $20M suit
The Wall Street giant's private bank contends it had advised the plaintiffs against concentrating their money in risky investments.
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Goldman staffer's path from ethics award to insider trading case
Anthony Viggiano and three classmates once won a competition about which team could best tackle dilemmas they'd face as financial professionals. He's now accused by federal prosecutors of being at the center of an insider trading scheme.
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Foundations tap RIA as endowments fuel diversity in asset management
Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.
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