AI Won’t Beat the Market Any Better Than Wall Street
ChatGPT isn’t going to be a stock-picking genius.
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AI Won’t Beat the Market Any Better Than Wall Street
ChatGPT isn’t going to be a stock-picking genius.
Read More -
FINRA Fines Centaurus, Ex-Broker for Recommending More Costly UITs, REITs to Clients
FINRA settled the charges with the firm and Donnie Ingram, claiming that Centaurus failed to properly supervise the recommendations Ingram was making to clients.
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FINRA Fines Centaurus, Ex-Broker for Recommending More Costly UITs, REITs to Clients
FINRA settled the charges with the firm and Donnie Ingram, claiming that Centaurus failed to properly supervise the recommendations Ingram was making to clients.
Read More -
FINRA Fines Centaurus, Ex-Broker for Recommending More Costly UITs, REITs to Clients
FINRA settled the charges with the firm and Donnie Ingram, claiming that Centaurus failed to properly supervise the recommendations Ingram was making to clients.
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Beyoncé Is Contesting a $2.7M Tax Bill From the IRS
The star is fighting back against a notice of deficiency.
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Beyoncé Is Contesting a $2.7M Tax Bill From the IRS
The star is fighting back against a notice of deficiency.
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Beyoncé Is Contesting a $2.7M Tax Bill From the IRS
The star is fighting back against a notice of deficiency.
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The Enduring Wisdom of Fred Reish
Lessons learned from recent defined contribution plan litigation.
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Publicly-Traded REITs Were Flat in April, Remain Up for the Year
Healthcare and residential REITs led the way with gains over 4% in April. Some other segments were down 2% during the month.
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13 Must Reads for Real Estate Investors Today (May 8, 2023)
The largest commercial real estate brokerage firms reported quarterly losses and forecast more struggles ahead, reports Bisnow. Bain Capital is raising a $4 billion special situations fund that aims to invest in a range of assets, including real estate. These are among the must reads from around the real estate investment world to end the week.
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Real Estate Professional Status and Passive Activity Loss Rules
IRS scrutiny over who qualifies as a real estate professional is a constant. Recent court decisions serve as a strong reminder of the substantiation required to qualify as a real estate professional.
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Move to JPMorgan Is Full Circle for Many First Republic Advisors
The majority of First Republic advisors came to the bank from wirehouses or other large brokerages. Now, they find themselves right back where they started.
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SEC Charges Fargo-Based Firm, Advisor With Holding Leveraged ETFs Too Long
Classic Asset Management will pay more than $933,000 to settle charges with the commission. The settlement comes several months after the SEC’s Exam Division cited leveraged ETFs as a main area of focus.
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RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners
More than $6.6 billion in assets was transacted this week, while two new firms were launched, an investment bank opened and firms created and filled key positions.
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15 Must Reads for Real Estate Investors for the Weekend (May 5, 2023)
Cushman & Wakefield named Michelle Mackay as its new CEO and also announced the passing of John C. Cushman, III. Bisnow examined the “weird” real estate holdings of the British royal family. These are among the must reads from around the real estate investment world to end the week.
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The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed
Catchlight's Yelena Melamed details how AI is being used as a tool to support the human work of financial advice.
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Succession Is a Key Aspect of Recruitment Conversations
Long-term, sustained growth is critical for advisors, and support of that objective should be top of mind as advisors consider a transition.
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April 2023 Riskalyze Fintech Five
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
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