by FA Staff
More high school students plan to work and save their money to help pay for college and avoid too much debt, according to a new survey.
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by
Karen DeMasters
A father and son orchestrated a $2 million stock-trading fraud that mainly impacted senior citizens, according to a lawsuit filed by the Securities and Exchange Commission.
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by FA Staff
Cogent Research founders will co-manage Market Strategies’ new syndicated division.
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by Lori Sackler
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking.
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by Craig M. Kaminer
Can an advisor build a brand without millions to spend, without years to accomplish it, and when the firm may not have hundreds of advisors to spread the message?
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by FA Staff
The addition of six firms brings its total financial institution relationships to more than 100.
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by FA Staff
The Summit Financial Strategies, an investment advisory firm with $145 million in assets under management based in Portland, Ore...
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by
Bloomberg News
Apple Inc., which holds $102 billion in cash and investments outside the U.S., will suggest changes to corporate-tax laws to encourage companies to bring more cash into the country.
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by
Kathy Lynch
Gen Xers are the least financially secure and the most likely to experience downward mobility in retirement among the generational groups, says PEW Charitable Trusts.
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