The 4 Basic Success Tenets of Elite Advisors
With everything else going on—remote work, endless Zoom meetings and video conferences, dealing with the never-ending pandemic—don't neglect these qualities of elite advisors.
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Michael Kitces' #FASuccess Podcast: Sten Morgan on Quanitifying the Value of His Financial Advice
Legacy Investment Planning's Sten Morgan details in depth his "the advisor is the product" philosophy.
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Michael Kitces' #FASuccess Podcast: Sten Morgan on Quanitifying the Value of His Financial Advice
Legacy Investment Planning's Sten Morgan details in depth his "the advisor is the product" philosophy.
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Biden’s First Steps on Eviction Ban Won’t Prevent Larger Crisis
“We have to get back to the basic problem that many of these tenants simply don’t have the income to pay the rent,” said Barry Zigas, senior fellow at the Consumer Federation of America.
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Biden’s First Steps on Eviction Ban Won’t Prevent Larger Crisis
“We have to get back to the basic problem that many of these tenants simply don’t have the income to pay the rent,” said Barry Zigas, senior fellow at the Consumer Federation of America.
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Biden Administration Considers Reversing Trump’s ESG Rule Change
The so-called ESG rule, or “Financial Factors in Selecting Plan Investments,” was the only Department of Labor rule listed for review by President Joe Biden’s transition team.
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Biden Administration Considers Reversing Trump’s ESG Rule Change
The so-called ESG rule, or “Financial Factors in Selecting Plan Investments,” was the only Department of Labor rule listed for review by President Joe Biden’s transition team.
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In a Virtual World, Being “Well-thy” Takes on a Whole New Meaning
Shifting the focus from "wealth" to "well-th."
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In a Virtual World, Being “Well-thy” Takes on a Whole New Meaning
Shifting the focus from "wealth" to "well-th."
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Microcap ETFs Shunned as Reddit, Robinhood Feed Retail Addiction
With so many people out of work or working from home, the penny stock fervor is not going away anytime soon.
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Microcap ETFs Shunned as Reddit, Robinhood Feed Retail Addiction
With so many people out of work or working from home, the penny stock fervor is not going away anytime soon.
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Vanguard Signals Fee War Intensifies With Active Bond ETF Plan
Vanguard this week filed plans for the Vanguard Ultra-Short Bond ETF, its first active ETF to launch since 2018, and with an expense ratio of 0.10%.
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Vanguard Signals Fee War Intensifies With Active Bond ETF Plan
Vanguard this week filed plans for the Vanguard Ultra-Short Bond ETF, its first active ETF to launch since 2018, and with an expense ratio of 0.10%.
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Top Wealth Management Exec Leaves Securities America
Paul Lofties, who had been with Securities America since 2003, left the firm in December, and plans to join an advisor coaching and consulting firm.
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Top Wealth Management Exec Leaves Securities America
Paul Lofties, who had been with Securities America since 2003, left the firm in December, and plans to join an advisor coaching and consulting firm.
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SPAC Rush Leads Active ETF to Go All In on Blank-Check Companies
The Accelerate Arbitrage Fund, launched in April by Julian Klymochko, invests in SPACs, before they’ve announced deals, and also incorporates merger arbitrage.
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SPAC Rush Leads Active ETF to Go All In on Blank-Check Companies
The Accelerate Arbitrage Fund, launched in April by Julian Klymochko, invests in SPACs, before they’ve announced deals, and also incorporates merger arbitrage.
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Day-Trader Frenzy for Trendy Stocks Is Defying Decades of Losses
Using data directly from Robinhood, researchers found that users overwhelmingly favor thematic ETFs over broad-based products.
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Day-Trader Frenzy for Trendy Stocks Is Defying Decades of Losses
Using data directly from Robinhood, researchers found that users overwhelmingly favor thematic ETFs over broad-based products.
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U.S. Hotels Suffered Worst Year Ever with Nearly Zero Profit
Occupancy for U.S. hotels averaged 44 percent in 2020, the lowest number on record, according to STR.
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