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Use the “head fake” market rally to reduce interest-rate risk in your clients’ portfolios before the Fed rejoins the inflation battle.

The regulator gave the firm credit for “extraordinary cooperation” despite alleging that its system failed for six years to the tune of more than $13 million.

This year’s event features more than 40 sessions and 80 speakers, with demos, interactive panels and keynotes with industry impact makers.

Seventy-four percent of plan participants would contribute more to their retirement fund if their plans had a more value-based approach, Schroders found.

With growth funds dragged down by tech stock declines, value-oriented or balanced-approach funds have supplanted them as leaders in retirement savings plans.

On Feb. 16, Financial Planning published a story regarding a settlement between the SEC and CMG Capital Management Group of Malvern, Pennsylvania relating to CMG’s use of data involving the hypothetical backtested performance of one of its algorithmic investment trading strategies. CMG agreed to the settlement, neither admitting nor denying the allegations. The story contained an error, which we are taking this occasion to further correct.

New technology, cryptocurrency, sustainability and other trends within the financial world are on the docket at this year's conference.

“Investomania” aims to tamp down the game-like nature of Robinhood-style investing.

FPA members and XY Planning Network financial advisors share how they discuss fund yields with clients.

Financial advisors can achieve up to 10.25% annual return, betting on recent college graduates who don’t want to damage their credit.