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U.S. stocks slump to their lowest levels since mid-October, amid fears that a Chinese economic slowdown will dampen global growth.
January 4 -
Chicago-based NextCapital announced a $16 million funding deal in mid-December that includes support from Manulife and AllianceBernstein. It had already found investors in 2014 from Russell Investments and Transamerica Ventures Fund.
January 4 -
See which advisors topped this year's list of the biggest producers under age 40.
January 4
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Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.
January 4 -
Pressure to control costs and concern over anticipated regulatory changes are driving banks and credit unions to consider other advisor compensation options.
January 4 -
Its not easy being one of the largest RIA firms in the nation. The leaders are doing everything it takes to lure the right talent, grow their practices and remain truly independent.
January 4
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The executives decided to leverage their skills in their own areas of expertise.
January 4
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The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.
January 4
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Scott Upham of Cribstone Capital has found a niche in helping families maintain shared real estate.
January 4 -
Planners need to understand some of the functions that might be included in a modern trust.
January 4
