The Zero Friction Approach
Four tips to help minimize taxes in a portfolio.
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Adjusted for Risk: Miramar Capital's Max Wasserman Opens up About The Fed
What the recent Fed actions and comments mean for investors.
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WMRE's Common Area: Current Themes Within the Real Estate Market With Mike Acton
AEW Capital Management's Michael Acton describes what he sees happening within the current real estate market and how investors could benefit.
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New Investment Outsourcing Firm Ategenos Sells Minority Stake to Envestnet
Fresh off its SEC registration approval, Ategenos, launched by former Brinker Capital executives in May, has also gone live with its new discretionary investment management portfolios.
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Advisors: Capitalize on Emerging Opportunities in a Rapidly Shifting Market
Unlock the power of alternative assets with SDIRAs.
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$500M Merrill Team Launches Sykon Capital With tru Independence
Sykon represents the fourth team to join tru Independence in the last five months, bringing the platform to $2 billion in new assets in the first half of 2023.
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Should Advisors Be Worried About Online Reviews? It Depends.
While advisors should be informed and prepared as to risks and compliance issues, the opportunity with reviews is clear.
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RIA Roundup: Hightower Adds $3.2B in Assets
In RIA news this week, Hightower announced its 3rd billion-dollar-plus acquisition this month, while SageView picked up a $5.2 billion retirement plan consulting business.
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Retirement Is Overrated for Many Advisors
Statistically, continuing to work later in life is better for longevity as well as mental and financial health.
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Pimco to Pay $9M to Settle SEC Fee and Disclosure Probes
The SEC said on Friday that Pimco failed to disclose key information to investors about how swaps could impact its PIMCO Global StocksPLUS & Income Fund between 2014 and 2016.
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The Power of Thoughtful Financial Advice During Key Life Events
Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.
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Is the 401(k) Industry a Threat or Opportunity for Wealth Management Firms?
At the very least, fees are going down.
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Older Americans Robbed of $20B a Year by People They Know
Nearly three-quarters of financial exploitation is done by family, friends or caregivers.
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BlackRock Tries for Spot-Bitcoin ETF With Fresh SEC Filing
BlackRock on Thursday applied for the iShares Bitcoin Trust, at least the 33rd attempt by issuers for a spot-Bitcoin product.
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401(k) Real Chat: Dick Darian and Peter Campagna of Wise Rhino Group
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
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The WealthStack Podcast: The Future of Financial Wellness with Adam Holt of Asset-Map
The founder and CEO of Asset-Map discusses the impact of advice engagement on client outcomes, such as financial wellness and satisfaction.
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WealthStack Roundup: EU Passes Artificial Intelligence Act
Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.
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14 Must Reads for Real Estate Investors for the Weekend (June 16, 2023)
A judge ordered Twitter to be evicted from an office in Boulder, Colo., after the company didn’t pay its rent, reports the Denver Business Journal. Starwood REIT is looking to sell 2,000 rental homes, according to Bloomberg. These are among the must reads from around the real estate investment world heading into the weekend.
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Social Security Benefits Targeted for Cuts by House Conservatives
The proposal by the 176-member House Republican Study Committee would gradually increase the retirement age, ultimately hitting 69 years old for those turning 62 in 2033.
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A Goldman Partner’s Sexually Explicit Video Led to Millions in Settlement
The incident sparked a sensitive review overseen by senior leaders. The partner and the woman who complained left the firm by early 2021.
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