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Following criticism for its faulty 2016 election algorithms, the firm appointed a new research director to collaborate with its quants and money managers.
March 5
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The second-largest independent broker-dealer overcharged nearly 1,800 retail retirement accounts, the regulator says.
March 2
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The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.
March 2
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The first U.S.-listed marijuana ETF already has inflows of $386 million this year.
March 1
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Despite growth in both mortgage rates and home prices, housing demand kicked off 2018 with its strongest January on record, according to Redfin.
March 1
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While investors have been won over by the promise of better returns than plain-vanilla funds, issuers can justify charging more for the additional complexity.
March 1
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A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.
February 28
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Commission officials put the industry on notice about self-reporting: financial advisors must comply or face harsh punishments.
February 28
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Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.
February 28
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Investing in certain uptrends may pay off for clients.
February 28
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Funds managed by Marco “Mick” Hellman sold most of their holdings, while CEO Dan Arnold received options worth $5 million.
February 28
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The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.
February 28
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CEO Abigail Johnson's estimated net worth grew to $11.2 billion from $8.6 billion last year.
February 28
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The firm is the latest to adopt new technologies into the client-advisor relationship.
February 28
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The bank is looking to attract more affluent customers with $250,000 to $3 million in investable assets, the bank's head of wealth management told analysts.
February 27
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The retailer's foray into wealth management is a wake-up call for an industry that often overlooks female investors.
February 27
The Rudin Group -
The largest independent digital advice platforms profited significantly from a strong M&A market last year.
February 27
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The moves may push some shareholders to rebalance their positions, likely at a cost.
February 27
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It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.
February 27
