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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
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The products can offset potential losses from lowered state and local deduction limits.
February 27
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The firm reported $33.9 billion in redemptions from active funds over the last year.
February 26
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Managers sold $24.6 billion of the loans in the region last year, the most since the financial crisis.
February 26
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The scrutiny puts a spotlight on a small corner of the $3.4 trillion ETF industry.
February 23
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Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.
February 23
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The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.
February 22 -
Advisor "reaped substantial profits" from 65 clients by using block accounts, the regulator says.
February 22
