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Lu Zhang, a finance professor at Ohio State University, has something to say about your hot new index funds. Here's why you should listen.
December 26 -
At the moment, there's no clear way to "turn over human intuition" to machine learning, but there are immediate ways to save advisors' time.
December 7 -
A cultural swap between Wall Street and the Valley may be changing how both sides of the financial aisle operate.
December 6 -
In addition, the advisor technology company released three new features and updated its interface.
October 19 -
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The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.
October 3 -
New features include health care planning tools and cash reserve buckets.
September 13 -
Use this checklist to help clients avoid the bill from surprise capital gains distributions.
September 7 -
Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to Morningstar.
August 24 -
More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.
July 18