The Great US Treasury Bond Rout Is Far From Over
Rising yields and falling prices will wreak more havoc — and perhaps refocus attention on the government’s troubling fiscal trajectory.
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SEC Report on Forced Arbitration Clauses Finds RIA Clients at Disadvantage
Commissioned by the U.S. House Committee on Appropriations, the study confirms views that mandatory arbitration agreements imposed by fiduciary-bound RIAs can unfairly limit clients' ability to seek legal remedies from wrongful actors.
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Net Lease Drugstores Provide Hidden Insights on Broader Real Estate Market Trends
Trends indicate that there is still demand for quality assets and much of the cap rate increases we’re seeing are being inflated by inferior assets.
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Seven Simple Standard Operating Procedures for Financial Advisors
Checklists serve as a great starting point for systematizing your business.
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Fidelity Plans to Convert $13 Billion of Its Mutual Funds Into ETFs
Fidelity will turn the six actively managed mutual funds into ETFs in Novembe
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Mindy Diamond on Independence: Marketing Tips for Advisors from Megan Carpenter
FiComm's Megan Carpenter shares advice on what it takes to impact organic growth via marketing.
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Are You Smarter Than a College Financial Planning Student?
This quiz is based on actual questions from The Financial Planning Challenge.
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Avoiding Costly M&A Mistakes While Driving Inorganic Growth
A trial-and-error approach to financial advisor acquisitions raises greater risks than ever.
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ETFs with the Best Returns Over the Past Five Years
Funds focused on clean energy and semiconductors were among the best-performing over the last five years.
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Wells Fargo Investor Seeks Files in Probe Over Fake Interviews for Diverse Candidates
Wells Fargo employees tipped off federal prosecutors last year that managers in the bank’s wealth-advisory units were conducting sham interviews to meet internal diversity mandates.
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UBS Preparing to Cut Over Half of Credit Suisse Workforce
Bankers, traders and support staff in Credit Suisse’s investment bank in London, New York, and in some parts of Asia are expected to bear the brunt of the cuts.
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To Sidestep ‘Weaponized’ ESG, Do-Good Funds Embrace a New Label
The ESG label has become toxic, "weaponized" and "misused by the far left and the far right," according to BlackRock CEO Larry Fink.
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Wood’s Ark Adds Possible ‘Silver Bullet’ to Bitcoin ETF Filing
The SEC has stated numerous times its desire for surveillance-sharing agreements with a “regulated market of significant size,” which ARK and 21Shares added to their spot-Bitcoin ETF application.
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Gold Is No Longer a Good Hedge Against Bad Times
The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse.
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Fidelity Poll Finds Unrealistic Value Expectations Are Sinking RIA Deals
More than half of active buyers are walking away from potential deals for three primary reasons, according to a new Fidelity survey—and they all come down to self-awareness.
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Optimizing Your Client’s Business Exit
Good preparation in the 'Red Zone' can result in tax savings.
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Influential House Republicans Float Regulatory Framework for Crypto
Defining the rules may lead to changes with charitable giving of digital assets.
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Woman Accused of Murdering Her Husband Sues His Estate
Eric Richins had made plans to exclude his wife from inheriting his assets
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Focused on the Future: Leslie Tabor on Why Every Financial Advisory Firm Needs a Talent Strategy
Schwab's Leslie Tabor details the importance of a “people first, employees second” approach to corporate culture.
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401(k) Real Talk: Episode 66: June 28, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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