Evan Simonoff

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Edelman Explains Why The Days Of Advisor Poaching Are Here

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Mariner's Marty Bicknell also sees advisors missing a huge NextGen opportunity.

How Indexing Reshaped Financial Advice

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If indexing has been bad for active management, it has been good for holistic planning.

The Advisory World In 2034--An Advanced Look

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Will giant firms and technology cater to every client whim … or create dystopia?

While Yardeni Sees The Roaring Twenties, Fuss Sees The Early Seventies

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The two economists agree on one point: Technology is reducing the need for people in the workforce.

Advisors' Role In Clients' Health Crises

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Financial independence only does one so much good if they don't have their physical health.

The Year Of Living Dangerously

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Economists are trying to imagine scenarios in a world that keeps defying expectations.

Vanguard Sees Investor Expectations For U.S. Equities Rising

by FA Staff

Investors anticipate GDP growth to rise at “among the highest levels observed.”

Experts Debate The Fate Of Small RIAs

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A look at the diversity of different RIA models reveals many are growth-challenged.

ESG Managers Rethinking Hands-Off Approach To Fossil Fuels, Oakmark's Nygren Says

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Nygren said some energy executives have told him that some ESG firms are re-engaging with oil and gas companies.

Gundlach Thinks Lower Interest Rates Could Spark Fall In Housing Prices

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He said it's possible the federal deficit could hit $4 trillion in four to five years.

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