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Fidelity advises investors to "look at gains and losses to help understand asset-allocation changes, evaluate holdings to further diversify . . . and review multiple statements together to get the complete picture."
Along with the tips, Fidelity also revealed that a recent proprietary survey shows that four out of five investors open their statements, but most simply glance at them.
Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.
Citizens Financial said long-time Morgan Stanley leader Paul Casey will spearhead its wealth, private banking units as part of a larger expansion in advisory services.
Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
Executives say the results show the wisdom of the firm's deliberate decision to focus on high net worth clients.
Even as ETFs in general enjoyed a bullish month, some funds lost billions of dollars. Here are the bottom 20.
It's that time of year again. Here's how to nominate a colleague — or yourself — for Financial Planning's Rising Star awards.
