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Stocks Sink As CPI Slams Door On Fed June Pivot

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Wall Street traders sent stocks and bonds sliding after a hotter-than-estimated inflation report.

Gold's Vertiginous Ascent Isn't Over Yet, Fund Managers Say

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The gains have been fueled by the expectation of lower interest rates.

Saba ETF Piles Into Equity Closed-End Funds Eying Big Discounts

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This ETF is loading up on equity-focused closed-end funds it says are offering large discounts.

IWI, CEG Insights Agree To Research Collaboration

by FA Staff

The research conducted by the partnership will focus on issues encountered by enterprises and advisors serving affluent clients.

Six Ex-Merrill Advisors Launch $550M Alabama RIA Fairvoy

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The former Merrill teams had managed about $1.4 billion and the new firm will use Dynasty for transition to independence.

Advisor Scores Restraining Order Victory Against Hightower

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Ex-Hightower advisor Lars Knudsen got a restraining order after accusing the firm of poaching his clients.

Choreo Expands Leadership Team

by FA Staff

The move sets the firm that specializes in servicing CPAs up for more growth.

Amazon Investors Eye Bigger Returns With Cash Pile Growing

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Amazon had more than $86 billion in cash at the end of 2023.

How Foundations Aid Tax Planning

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These charitable giving vehicles allow clients to earn tax savings on appreciated assets.

A New World Takes Shape

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The advisory business at this moment in time is in the midst of structural and generational change.

Fidelity's Wealthscape Adds Alts Research

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Fidelity has begun offering proprietary research on alternative investments to advisors on its Wealthscape platform, available at no additional charge.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

Edelman Explains Why The Days Of Advisor Poaching Are Here

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Meanwhile, Mariner's CEO sees advisors missing a huge opportunity.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

Is The End Near At The Wirehouses?

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The headlines, reports and data all seem to indicate that the model is tagged for extinction. But is that really the case?

A Fund's Rx For Healthcare Investing

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The Janus Henderson Global Life Sciences Fund successfully navigates the turbulent healthcare sector.

What's Behind The U.S. Stock Market Disconnect?

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There is little reason to believe that the current rally can last.

2024 Independent Broker-Dealer Survey: The IBD Universe And Its Systemic Evolution

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The broker-dealer industry is making hay as interest rates remain elevated. Demographic trends are a double-edged sword.

5 Tips To Get The Most Out Of Webinars

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You might be intimidated by the idea of hosting a webinar, but it's an effective way to reach an audience.

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