Vice presidential pick Kamala Harris signed a comment letter seeking withdrawal of the measure in August
The post Democrats oppose DOL investment advice rules as convention begins appeared first on InvestmentNews.
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Pandemic complicates Social Security claiming strategies in 2020, expert Mary Beth Franklin says
The post Virus spurs retirement resets, but what about Social Security? appeared first on InvestmentNews.
Read More“How many minority-owned ETFs do you know?” an advisor asks.
Read MoreThe advisors leave one of the broker/dealers folded into Securities America in the wake of Advisor Group’s acquisition of Ladenburg Thalmann.
Read MoreRiskalyze might have killed in-person conferences with its virtual 'Fearless Week.'
Read MoreTax savings aren’t always a donor’s motivation for giving.
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COVID-19, high unemployment and the upcoming presidential election are making clients more inclined to build a cash cushion, advisers say
The post Clients show more interest in emergency funds amid pandemic appeared first on InvestmentNews.
Read MoreThis may be the final chance for eligible clients to submit for the additional economic impact payments under the CARES Act this year.
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Stabler Wealth Management is based in Bellevue, Washington
The post Hybrid managing $300 million joins LPL from KMS appeared first on InvestmentNews.
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ESG investing will push to address the issues of systemic racism and the inequality of Black Americans
The post Inequality as an investment risk appeared first on InvestmentNews.
Read MoreNow, with a flood of day traders entering the market, a memorable moniker could be more valuable than ever.
Read MoreSize is not a prohibitive barrier to achieving the successful practice of D&I. What matters most is our willingness to make ourselves uncomfortable initially, act in new ways that produce far more diverse and inclusive results and that help us evolve our organizational cultures rather than simply perpetuate them.
Read MoreSize is not a prohibitive barrier to achieving the successful practice of D&I. What matters most is our willingness to make ourselves uncomfortable initially, and act in new ways that produce far more diverse and inclusive results and that help us evolve our organizational cultures rather than simply perpetuate them.
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In a volatile market, clients can give assets that are undervalued as a result of market instability, but are expected to appreciate in value.
The post Gifting in uncertain markets appeared first on InvestmentNews.
Read MoreDiversification requires investment in assets whose returns are truly noncorrelated.
Read MoreSome advisors report that few clients have asked any questions resulting from the new disclosure document, leading them to wonder if they are reading it at all. “I think people might just be a little bit numb to the amount of disclosures.”
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A memorable name can help an ETF prosper, and such a ticker is likely to become even more valuable as a flood of day traders enters the market
The post Give that ETF a snappy ticker appeared first on InvestmentNews.
Read MoreThe latest roundup of news in the IBD and RIA channels comes in a time of economic turmoil and big transactions.
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Two ETFs will track long-dated Treasuries but shield investors from a certain percentage of declines in exchange for a cap on gains
The post New funds offer to limit losses on the ultimate safe haven appeared first on InvestmentNews.
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