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DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.
August 8
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A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.
August 6
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Recessions clear out economic deadwood and lay the groundwork for the next boom.
August 5
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A columnist makes the case, with caveats, for tapping certain retirement accounts rather than the traditional savings plans.
August 5
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The fintech veteran and NYC Fintech Women co-founder is doing it all, and wishes she could do more.
August 4
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The publicly traded holding company completed the latest of more than 1,000 brokerage shutdowns in the past decade.
August 4
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TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.
August 4
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The regulator provided a detailed listing of practices subject to tougher client-care standards for disclosure or outright elimination.
August 3
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Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.
August 3
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Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.
August 3
