“In our opinion, our new mutual fund allows active management to be part of any investment portfolio,” said Robert Stein, CEO of Astor Financial. “By offering a mutual fund we have made our services more accessible to those interested in a more active approach to money management. We believe that the past few years have proven that new techniques are needed to further diversify and reduce the risk of one’s investments.”
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More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
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New AI tools are often added to existing tech without fanfare, meaning that advisors who don't want to use them are forced to scour for ways to turn them off.
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The wirehouse leaves its basic paygrid untouched for the fifth year in a row while giving advisors extra incentives to tout banking products and work with existing clients' children and grandchildren.
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The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.
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The awards recognize early-career brokers that have created top production numbers at their wealth management firms.
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Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
October 20