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The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.
October 11
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The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.
October 11
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Darren Fogarty is executive director of the Committee for Fee-Only Benefits Advisors, and a director at the Institute for the Fiduciary Standard.
October 11
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The financial advisory firm cited recent conversations with the Federal Deposit Insurance Corp., where the current leadership is widely seen as unwelcoming of efforts to open new ILCs.
October 11
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It's virtually unheard of for financial services companies to go after their own lawyers, who wield immense power over their secrets. One expert calls it "playing with fire."
October 10
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As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.
October 10
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Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.
October 10
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Alex Marsh is the Global Head of Policy and External Relations at Klarna, the Swedish bank and global payments and shopping service.
October 10
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Although putting money into alternative assets is already legal, some hesitate to do it because of perceived legal pitfalls.
October 6
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The troubled bank is still worth more than investors now value it.
October 6
