[Exclusive Research] A Flight to Safety
With economic uncertainty on the horizon, investors are looking to the security of net lease assets as a port in the storm.
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[Exclusive Research] A Flight to Safety
With economic uncertainty on the horizon, investors are looking to the security of net lease assets as a port in the storm.
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Range to Replace Financial Advisors With AI. Where Have I Heard That Before?
With Google’s AI-focused venture fund giving Range $12 million, it’s déjà vu all over again for our technology columnist.
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ETFs with the Worst Three-Year Returns
Cannabis ETFs were among those posting the worst returns over the last three years.
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Morgan Stanley Is Sued by Outside Recruiter Alleging Race Bias
Anthony Fletcher's lawsuit claims that Morgan Stanley hired his candidates without his knowledge, depriving him of commissions.
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The Fed Raises US Rates by a Quarter Point, Signaling Possible Pause
The increase lifted the Fed’s benchmark federal funds rate to a target range of 5% to 5.25%, the highest level since 2007, up from nearly zero early last year.
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Big Hedge Funds Face New 72-Hour Deadline to Report Losses
The new SEC rules significantly increase oversight of the biggest hedge funds and private equity firms.
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SVB Private’s CIO Opts Not to Join First Citizens
In a LinkedIn post, Shannon Saccocia, who served as SVB Private's chief investment officer after the bank acquired Boston Private, said that it was time for her to 'move on.'
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Is Blood Really Thicker Than Water?
What happens if your client wants to leave assets to friends rather than relatives?
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The Inverse Grid: Is Your Firm Providing Enough Value?
When considering the products and services a firm provides in exchange for the revenue it keeps, is it really a good value?
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Family’s Use of CRATs to Save Taxes Backfires
Payments from charitable remainder annuity trust-funded contracts taxed as ordinary income.
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Is the Bureau of Economic Analysis’ Benchmark Survey Mandatory?
Who and what’s subject to the reporting requirements?
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Bad Sign for First Republic: The Chase Branches Next Door
Some First Republic branches will be converted into wealth centers.
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Taxing Wealthy Dynasties Seen Backfiring in States Like New York
Billionaires are more motivated to move out of places with estate taxes as they get older, a new study finds.
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New IRS Commissioner Addresses Concerns About Audit Rates
Daniel Werfel says there’s no target on small businesses.
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Morgan Stanley, UBS Pick Bonds Over Stocks on Recession Risk
Fund managers argue that bonds, particularly higher-rated ones, will be able to better weather any economic slowdown, whereas stocks would suffer more if the Federal Reserve fails to navigate a soft landing.
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Bid to Launch ETFs That Aim to Double Tesla’s Famous Volatility Filed With SEC
If launched, TSLT and TSLZ would be the first double-leveraged Tesla-focused single-stock ETFs to trade in the US market.
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401(k) Real Talk Episode 58: May 3, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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Liz Nesvold Says Farewell to Raymond James, Takes Top Spot at Cresset
After a long tenure as the investment banker to RIA dealmakers, Nesvold is jumping to the other side of the table and joining former client Cresset, a fast-growing $30 billion RIA.
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RPA Edge: Jim Smith on How the Retirement Income Industry is Evolving
Listen in as Fred Barstein and Morningstar Investment Management LLC’s Jim Smith provide their quick take on how the retirement income industry is evolving to offer better services at the participant and plan levels.
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