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The firm pulled in $148 billion in new client money during the first six months of 2016, surpassing its previous first-half record of $140 billion set last year, a spokesman said.
July 5
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Women should boost their savings rate and invest their windfall to increase their odds of securing their financial well-being.
July 5
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Chris Bingham is the founding CTO of Crimson Hexagon, bringing expertise in high-scalability software architecture and text analytics to the company.
July 5 -
FIAs may generate upside with limited downside, a package that appeals to some advisers and clients — as long as some hurdles can be cleared.
July 5
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Regulatory and industry changes are driving some advisers to rethink their business model, writes recruiter Mark Elzweig.
July 5
Mark Elzweig Co. -
Nearly 60% of wealthy baby boomers are more optimistic about tangible assets than about stocks, bonds, private equity and hedge funds, according to a recent U.S. Trust study.
July 5
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"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.
July 5
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Why offering a human touch is easier with the newest wealth management technology.
July 5
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Samantha Allen is a former digital managing editor of Financial Planning, On Wall Street and Bank Investment Consultant.
July 5
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Why offering a human touch is easier with the newest wealth management technology.
July 5
