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The Herzfeld Caribbean Basin Fund (CUBA) was up as much as 17% on Monday morning, its best one-day showing since December 2014.
November 29 -
There are about 140 ETFs that feature a dividend screen in the markets, but only five hold U.S. stocks exclusively and have been around for 10 or more years.
November 29 -
The size of the firm may dictate what will work for advisers and employees.
November 28
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The size of the firm may dictate what will work for advisers and employees.
November 28
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The ongoing trend to passive or smart beta products will continue, according to Maxwell Gold, the director of investment strategy at ETF Securities.
November 28 -
The catalyst is Trump, whose election, according to Macquarie Group analyst David Konrad, will usher in a "new world order" for the industry.
November 28 -
The mechanism for creating and turning over shares of ETFs needs more automation, Virtu told the SEC in a letter.
November 23 -
Why advisers shouldn't leave this aspect of planning on the back burner.
November 23
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Why advisers shouldn't leave this aspect of planning on the back burner.
November 23
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Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.
November 23
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Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.
November 23
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Some of the most significant financial planning changes advisers should consider when working with same-sex couples.
November 23
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Some of the most significant financial planning changes advisers should consider when working with same-sex couples.
November 23
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Data and a personal touch can net the young client who everyone fears will go to a digital platform.
November 23
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Data and a personal touch can net the young client who everyone fears will go to a digital platform.
November 23
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How advisers focus too much on investments.
November 23
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How advisers focus too much on investments.
November 23
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U.S. equity funds rebounded with their largest inflow ever last week at $31 billion.
November 23 -
The selloff is giving money managers a rare opportunity to allow passive funds call the shots on the direction of market sentiment.
November 23 -
Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.
November 22
