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A chief investment officer recounts the rise of “Bogle’s Folly” and delivers an optimistic preview of what the next phase of index investing’s growth will look like.
June 10
Savant Wealth Management -
Phil Huber is the chief investment officer for Savant Wealth Management and the author of “The Allocator’s Edge: A modern guide to alternative investments and the future of diversification.”
As a wealth management practitioner and an investment industry thought leader, he helps investors design, implement and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives.
June 10
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The industry is increasingly turning to social media to win new business and engage with today's tech-savvy investors.
June 10
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Marina Cemaj Hochstein is a reporting associate for National Mortgage News.
June 10 -
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Sam Gottlieb, CFA, FRM, is a senior content developer at UWorld, a test preparation company. He has been in the financial industry for more than 20 years and has been providing financial sector training since 2009.
June 10
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The Treasury Secretary's come amid Fidelity's plan to offer digital assets in 401(k)s it manages.
June 10
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Fair press or frantic, the strains on the trust can’t be denied — but they do need to be explained and planned for.
June 10
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