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The Future Proof Festival has announced eight new featured speakers who buck the status quo.
March 9
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The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.
March 9
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A law firm’s analysis of what the self regulator is doing to rein in bad brokerages and advisors marshalls data not easily found.
March 8
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Wealth held by women in Asia (not including Japan) will surge to more than $7 trillion by 2025.
March 8
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The SEC says Marguerite Cassandra Toroian waited to allocate stock purchases to herself, her family or clients once she knew if the purchases were winners or losers.
March 8
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OU’s law school enlisted a former player from one of its fiercest rival schools to help students understand how to avoid the pitfalls of misconduct.
March 7
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The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.
March 7
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Joseph Orazio DeGregorio convinced his victims to invest in promissory notes and companies that never even existed.
March 7
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They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.
March 7
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Of the record $900 billion poured into the U.S. ETF industry in 2021, roughly one-in-every-three dollars went to Vanguard’s products. So far this year it’s more than one in two.
March 7
