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An average 50-year-old woman in New York should begin socking away 49% of her income to her retirement account to live comfortably in her golden years, according to UBS study.
October 18 -
The firm is continuing its recruiting push by adding a new team in southeast Georgia.
October 18 -
Independent firms need capital, but some top executives question private equity's benefits.
October 18 -
As the Dow tops 23,000, remember the largest percentage drop in history.
October 18 -
Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.
October 18 -
Bernard Parker spent his client's money on his home, car and father-in-law’s bills, according to federal prosecutors.
October 18 -
Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.
October 18 -
Don’t ignore the costs and time of getting new business.
October 18
Dynasty Financial Partners -
With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.
October 18 -
Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.
October 18
Jefferson National














