FA News

How The 'Stretch IRA' Strategy Can Save Clients Money

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A beneficiary's life span can stretch an IRA—how to avoid messing that up.

Fidelity Debuts Three Multifactor ETFs

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Each fund targets four factors.

Bots Ousted By Humans In NYSE Plan To Make ETF Trading Smoother

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The New York Stock Exchange is preparing to hand human traders a bigger role in making markets for ETFs.

University Of Georgia Honored For Pro Bono Financial Planning Work

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The CFP Board recognized the university and its students for helping their community with financial planning.

Student Loans Stopping Millennials From Home-Buying, Having Kids

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Nearly three-quarters with student loans have put off a major life event.

Dan Levy of North Ridge Joins Cetera As Regional Director With $2.5B In AUA

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He closed down North Ridge's investment bank and RIA as part of the deal.

Fidelity Says It Fully Discloses Fund Fees In 401(K) Plans

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Fidelity's fees and the disclosure of them are being probed by the U.S. Labor Department.

KKR, After Nailing The Rally In Stocks, Says Time To Lighten Up

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After a bullish stock stance in January paid off, KKR & Co. is now turning more cautious.

N.J.'s Record High Property Tax Bills Show A Glint Of Good News

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Despite a high property tax bill for New Jerseyans last year, the growth in that tax is slowing.

Mutual Funds Add $947 Billion In Assets In January

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January's $22.9 billion in inflows still falls short of December's $183.2 billion in outflows.

Health Insurers Sink As 'Medicare For All' Idea Gains Traction

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Some weakness may be related to a highly-anticipated drug pricing hearing in the Senate on Tuesday.

Maxine Waters Sets Date To Grill SEC Chairman On Reg Best Interest

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She has criticized Clayton and the SEC for not creating a higher, fiduciary standard for brokers.

The Affordable Financial Advisors? 80% Of NAIFA Work With Middle Class

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The group is positioning itself as America’s affordable advice alternative as it battles tougher sales-conduct standards.

Raymond James Launches Southern New England Complex

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The firm's traditional b-d is expanding in New England.

Apollo's Black Says 2013 Call To Sell 'Everything Not Nailed Down' Was Premature

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But he has no misgivings about selling in 2013, because it allowed the company to reduce risk and make money.

Fidelity Sued Over Mutual Fund 'Kickbacks' In 401(k) Plans

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The suit alleges that Fidelity's "secret payments" to third-party mutual fund providers breaches ERISA rules.

Toll Brothers Housing Orders Plunge As California Move-Up Buyers Vanish

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The company struggled to find move-up buyers in California, which is gripped by an affordability crisis.

Money Managers Get Break For Plane Purchases In Trump Tax Law

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The Republican-led tax overhaul provided a new incentive.

'Mega' Advisor Teams Control Two-Thirds Of Client Assets, Study Says

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Yet advisor teams with $500 million or more in AUM represent only a fraction of advisor practices.

Volatility Spurs Institutions To Beef Up Their Tactical ETF Use

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ETFs are getting a boost from market volatility.