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Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.
July 6
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Two large RIAs cut ties with HighTower but new hires include a branding strategist who created Jim Cramer's 'Mad Money.'
July 6
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Donna Martin is senior vice president of global health services, at Hinduja Global Solutions.
July 6 -
Harry Terris is a Financial Planning contributing writer in New York. He is also a contributing writer and former data editor for American Banker. Follow him on Twitter at @harryterris.
July 6
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Taxable-bond mutual funds added more than $17 billion in June, while domestic equity funds lost about $15 billion.
July 6
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How one planner’s pro bono work changed how she approached teaching her children about financial matters.
July 6
Shrier Wealth Management -
Lindsay Bourkoff, CFP, is the Director of Financial Planning at Shrier Wealth Management, an independent wealth management firm in Los Angeles. She advises affluent families across the United States on wealth building strategies. Follow her on Twitter at @lindsaybourkoff.
July 6
