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"It's probably the only asset class where maybe the client knows more than the advisor right now," Maxwell Lane, head of product for Flourish, said at Financial Planning's Invest conference.
July 1
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The ultrawealthy love niche investments, but not hedge funds.
June 30
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Once the province of wealthy investors thanks to high minimums, creating your own custom stock index can now cost less than a gallon of gas.
June 21
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It's another sign of the waning power of bonds as safe bets during a time of high inflation.
June 21
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New technology, cryptocurrency, sustainability and other trends within the financial world are on the docket at this year's conference.
June 3
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FPA members and XY Planning Network financial advisors share how they discuss fund yields with clients.
June 2
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Why now is the time to shift portfolios from risk-on mode to risk-off.
May 2
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The size of their returns during the past decade belie their negative yields so far this year.
April 28
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The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%.
April 26
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A new Charles Schwab study points to the lack of pension plans as one factor pushing millennials to start saving for retirement on their own.
April 21
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Tokenization can unlock new hedging and investment opportunities.
April 11
Diamond Standard -
Each bank the two-time MVP worked with was holding up to the Federal Deposit Insurance coverage limit for the “Greek Freak.”
April 7
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RIAs are putting clients on the sidelines as they expect global equities to slump into a bear market.
April 7
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About 38% of Black investors under 40 years old own digital tokens compared with 29% of their white counterparts, according to a new survey.
April 5
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The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.
April 1
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For advisors, cryptocurrency is increasingly too impactful to ignore as their clients — and not only millennials — are interested in the offerings.
April 1
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The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets.
March 21
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How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.
March 9
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Wealth held by women in Asia (not including Japan) will surge to more than $7 trillion by 2025.
March 8
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They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.
March 7
