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Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.

Digital media is key for financial advisors to connect with their current clients and attract new ones.

The pandemic heralded the breakdown of the 60/40 formula, built on the idea that bonds should cushion losses when stocks fall.

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

The $29 billion of mutual funds from Dimensional Fund Advisors that were converted into ETFs is likely to be a boon for Wall Street banks eyeing the same shift for more than $1 trillion of mutual fund assets in coming years.

“It will dramatically expand the number of advisors who will be fiduciaries under ERISA,” says one expert.

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

From trying to time the market to assuming financial advice is unaffordable, investor errors are wide-ranging.

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.

The $637 billion quant pioneer founded by David Booth has converted four equity mutual funds with $28.8 billion of assets into ETFs.