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Billy Ricketts is most likely the elder stateswoman of wealth management — but she and her grandson believed it was time for something new.
October 8
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“We need someone with a deep understanding of BlackRock, our business and, above all, our culture,” CEO Larry Fink wrote in a memo.
October 8
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Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.
October 8
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The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.
October 8
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More than 70% of U.S. ETF assets are in funds that charge 2 basis points or less, data show. But free isn’t an automatic ticket to success.
October 8
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Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7
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An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.
October 7
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CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.
October 7
