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Once the asset reserves of the twin trust funds become depleted, 79% of the benefits would be payable from the funds’ projected income at that time.
June 5
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Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.
June 5
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The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.
June 5
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Advisors share client anecdotes that made them stop and say “huh?”
June 5
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While such an act may seem like career suicide, it can in fact be a move to do just the opposite, according to attorneys.
June 5
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Nearly three-in-four advisors (73%) do not have a succession plan in place.
June 5
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About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”
June 5
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The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.
June 5
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While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
June 5
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The advisory firm left Securities America to make the move.
June 5
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The health-care program for the elderly and disabled covers about 58 million Americans.
June 5
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Michael O’Keeffe has been with the firm since 2013, having previously worked at Merrill Lynch.
June 5
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The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.
June 5
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The acquisition will expand the Milwaukee-based firm's presence in the Northeast.
June 5
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At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.
June 5
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In the past, both asset classes served as sources of capital appreciation and income.
June 5
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A fund weighted against brick-and-mortar businesses dropped 13% while the industry’s largest retail product tripled the return of the broader benchmark.
June 5
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Clients should not only check the fees, but also compare their after-tax returns.
June 5
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About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.
June 4
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EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.
June 4
