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Whether you’re looking for titles you can learn from or an escape into page-turning thrillers, we’ve got you covered.
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Megan Carpenter, a contributing writer for Financial Planning, is the CEO and co-founder of FiComm Partners, based in Los Angeles. Follow her on Twitter at
@megan_ficomm April 7 -
Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.
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FSI aims for a pragmatic approach when advocating on behalf of more than 90 independent broker-dealers and 30,000 financial advisors, Deputy General Counsel Robin Traxler says in an episode of the Financial Planning podcast.
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How FAs and firms are adapting to a radically different business environment.
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The acquisition would give SoFi control of a technology platform that is currently used by some of its competitors in digital banking.
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Instead, the billionaire opted for a lucrative credit hedge that earned his firm about $2.6 billion in profits when the market plummeted.
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The program comes as welcome relief for many advisors and their business-owning clients — but the program has struggled since going live on Friday.
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Cash-hungry REITs are selling their portfolios at steep discounts as talks heat up over similar deals and even equity stakes in the companies themselves.
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