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Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.
February 22
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An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.
February 22
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Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.
February 21
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Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.
February 21
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The Raymond James affiliated firm has been aggressively recruiting from wirehouses in recent months.
February 21
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YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.
February 21
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The offerings saw decent demand, given the market is facing a deluge of sales following the recent U.S. debt ceiling suspension.
February 21
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The products seek risk and return objectives through factor exposures such as minimum volatility, value, momentum, liquidity and quality.
February 20
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A FINRA arbitration panel concluded that the No. 1 IBD made false and defamatory statements in its U5 filings.
February 20
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The stock market only had a taste of the potential damage — with the biggest test yet to come.
February 20
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The brokers previously worked at Wells Fargo, which has suffered from attrition to smaller rivals over the past year.
February 20
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The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.
February 20
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The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.
February 20
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“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.
February 20
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As investment management becomes a supporting service, software providers are facing disruption.
February 20
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“We’re going from a Civic to a Cadillac,” advisor says of the move.
February 19
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Advisors should consider how they are preparing for a rising rate environment.
February 16
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The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”
February 16
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Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.
February 16
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CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.
February 16
