Jennifer Lea Reed

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Ex-Boston Private Chief Launches PUREfi Wealth, Taps Dynasty As Partner

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The new Boston RIA launched in October with plans to expand strategically in key markets, Dynasty said.

Advisor To Serve 8 Years For Scamming $4.3M From Amish

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Earl D. Miller was ordered to pay over $2 million in restitution, the U.S. Attorney's Office said.

Cerulli Finds 63% Of Affluent Investors Willing To Pay For Advice

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That's an increase from 38% in 2009, according to the research firm.

$468M N.Y. RIA Violated Custody Rule, SEC Says

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The agency charged Brite Advisors with failing to disclose that client assets were used to secure loans.

The World's 10 Largest Economies

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These economies tend to rely on services for their strength, but to varying degrees.

Morningstar: New Retiree Safe Withdrawal Rate Is 4%

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And with guardrails in place, retirees can pull 5.2% safely, the research firm said.

When Sequence Risk Is A Good Thing

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Morningstar's John Rekenthaler considers “sequence opportunity” when people are accumulating assets.

Capital Group Managers Signal Optimism For 2024

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There are more opportunities than obstacles, some of the portfolio managers say.

N.J. Advisor Pleads Guilty In Massive Fraud Case

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Prophecy Asset Management lost more than $290 million without telling investors, the DOJ said.

The 10 Worst States For Saving For A Home

by FA Staff

Here are the places that pose the biggest uphill climb for would-be home buyers.

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