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A new study found that opting for an in-state plan isn't always the best choice.
February 21
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Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).
February 17
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The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.
February 17
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Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.
February 16
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A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.
February 15
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Analysts from Dimensional, Dynasty and eToro say the worries about a recession have yet to come to fruition in 2023.
February 15
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The firm' decision is particularly notable given the increasing pushback against ESG by Republican politicians
February 15
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The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.
February 14
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Kathryn Dattomo will take over next month from a leader who doubled the planner group's membership and led efforts to enforce strict fiduciary standards.
February 14
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The industry veteran explained at Future Proof why more financial advisors and their clients are looking outside traditional markets.
February 14
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More than one-third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.
February 14 -
The U.S. federal government is the country's largest employer, making it useful for planners to get familiar with the ins, outs and recent changes to its defined contribution plan.
February 13
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Competitors are angling to create exchange-traded funds as a share class of their U.S. mutual funds — A Vanguard hallmark.
February 10
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The federal regulator's annual list of inspection priorities shows particular concern that hybrid advisor/brokers aren't properly explaining to clients how they're compensated.
February 8
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The low-cost, passive manager is also opening up separately managed accounts to its ETFs for the first time.
February 8
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A new baby costs a lot of money, but advisors say there are essential steps to help couples prepare financially for the life-changing event.
February 7
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An online education service launched by financial advisor George Acheampong is teaching its 2,300 members about private investments.
February 7
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A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.
February 7
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A pair of Laidlaw & Company brokers will have to pay nearly $150,000 in restitution and fines for failing to put their clients' interests ahead of their own.
February 6
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The impact management firm passed $100 million in assets in its Social Justice All Cap Global ETF in 2022, less than two years after inception.
February 6
