J.P. Morgan to Convert $10B in Mutual Funds to ETFs
J.P. Morgan follows in the footsteps of Guinness Atkinson and Dimensional Fund Advisors with its plan to convert four equity mutual funds into similar active transparent ETFs next year.
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Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds
Digital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018.
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Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds
Digital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018.
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New Tax Landscape Causing Mid-Year Planning Crush
Help clients by keeping holistic focus in mind.
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New Tax Landscape Causing Mid-Year Planning Crush
Help clients by keeping holistic focus in mind.
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SS&C, DPL Open Insurance Marketplace For RIAs
Operating on Black Diamond's wealth platform, SS&C Technologies and DPL Financial are making fee-only insurance products available on advisors' dashboards.
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SS&C, DPL Open Insurance Marketplace For RIAs
Operating on Black Diamond's wealth platform, SS&C Technologies and DPL Financial are making fee-only insurance products available on advisors' dashboards.
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Housing Prices Are High, but It’s Still OK to Buy
Show clients that, in the big picture, the risk of buying a home right now is relatively small.
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Housing Prices Are High, but It’s Still OK to Buy
Show clients that, in the big picture, the risk of buying a home right now is relatively small.
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A Major Recent Special Needs Trust Development
Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.
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A Major Recent Special Needs Trust Development
Courts have ruled funding pooled special needs trusts after age 65 is not an uncompensated transfer.
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JLL-Sponsored Fund Buys Stake in $1.2 Billion Rental Portfolio
The roughly $560 million investment will give JLL Income Property Trust a 47% interest in the properties.
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JLL-Sponsored Fund Buys Stake in $1.2 Billion Rental Portfolio
The roughly $560 million investment will give JLL Income Property Trust a 47% interest in the properties.
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MGM Resorts Is Auctioning 11 Picassos Worth as Much as $104 Million
The sale, which will take place live at the Bellagio and be conducted by Sotheby’s, will include paintings, works on paper, and ceramics.
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MGM Resorts Is Auctioning 11 Picassos Worth as Much as $104 Million
The sale, which will take place live at the Bellagio and be conducted by Sotheby’s, will include paintings, works on paper, and ceramics.
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Cautious Optimism Returns to Seniors Housing Market
Investors continue to view the seniors housing sector favorably despite some near-term challenges.
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Cautious Optimism Returns to Seniors Housing Market
Investors continue to view the seniors housing sector favorably despite some near-term challenges.
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New Gold ETF’s Rise Shows Low Cost Is King for Wary Investors
iShares Gold Trust Micro, which debuted in June, has amassed about $560 million in assets, bucking the broad trend among gold ETFs.
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New Gold ETF’s Rise Shows Low Cost Is King for Wary Investors
iShares Gold Trust Micro, which debuted in June, has amassed about $560 million in assets, bucking the broad trend among gold ETFs.
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Wealthy Got Windfall From Lesser-Known Trump Tax Break: ProPublica
More than 80 taxpayers collectively walked away with more than $1 billion in total savings in 2018, the first year the pass-through tax break was available.
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