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The “set it and forget it” balanced approach may not work as well anymore, an expert says.
A combination of GLD’s higher fees and an almost relentless demand for the yellow metal have catapulted it from fourth on the revenue leader board in 2017.
Alternative assets and private markets may help boost portfolio returns
The post Low bond yields test 60/40 asset allocation appeared first on InvestmentNews.
You think you're ready to choose a buyer, but there may be important deal elements that have not been addressed
The post Potential legal pitfalls for advisers selling their firm appeared first on InvestmentNews.
The rewrite of the vacated Obama fiduciary rule also draws criticism from investor advocates
The post Brokerage, insurance firms raise concerns about DOL advice proposal appeared first on InvestmentNews.
The independent broker-dealers big enough to serve the most financial advisors enjoy advantages but face distinct challenges.
The fund is now making more money than any other product in the $4.6 trillion U.S. ETF market
The post State Street gold ETF is cash machine appeared first on InvestmentNews.
Most comment letters voiced opposition to the rule, stating that the proposed restrictions within 401(k)s would hurt investors and could lead to more lawsuits
The post DOL’s ESG proposal gets over 1,500 responses appeared first on InvestmentNews.
Firms can classify meals as entertainment costs even if the get-together is happening online
The post Finra eases rules on expensing meals amid pandemic appeared first on InvestmentNews.
Amid coronavirus-imposed lockdowns, the firm will retool and retrain approximately 3,000 young advisors.
Private equity-backed Pathstone and Cornerstone come together in the latest RIA mega deal.
The acquisition comes just one month after Refinitiv launched the Digital Investor tool
The post Refinitiv upgrades digital tools with Advisor Software purchase appeared first on InvestmentNews.
Business success need not be an unassailable summit.
The total number of FINRA-registered reps dropped by nearly 5,000 in 2019, a much more drastic decline than in 2018, according to a new FINRA report.
But the firm reports a slowdown in the pace of bringing new advisers aboard
The post LPL keeps adding advisers during the pandemic appeared first on InvestmentNews.
LPL's earnings fell by 30% year-over-year, while, at the same time, the firm posted $11.1 billion in recruited assets during the second quarter.
LPL's earnings fell by 30% year over year while the firm posted $11.1 billion in recruited assets during the second quarter.
Firms registered with the broker-dealer industry regulator saw their revenues and profits rise last year
The post Number of B-Ds, reps registered with Finra falls again appeared first on InvestmentNews.
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