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Evan Simonoff

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Focus Financial Reportedly Preparing S-1 Filing For IPO

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Focus Financial Partners is reportedly preparing to file an S-1 document with the SEC as a precursor to its long-awaited plan to go public, according to industry sources.

Follow The Money

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The goals of providing for one’s family and achieving financial independence can often conflict with each other.

Bernanke Calls TARP Great Success, Praises FDR, Scolds Dimon And Mellon

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Former Fed Chairman Ben Bernanke extols the virtues of action over inaction during financial crises past and present.

Why Clients Fail At Retirement

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Most reasons are beyond advisors’ control, but they should warn clients of pitfalls.

Are Advisors In Denial?

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While working on this month’s cover story on why clients fail in retirement, I was frankly amazed when several leading advisors told me they didn’t have clients who failed in retirement.

Shiller, Gundlach: It's Not 1929, But ...

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Both financial experts agree there are legitimate reasons to mistrust equities and the economy.

How Expensive Are Granny’s Stocks?

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Widely held consumer staple stock multiples have soared as investors seek income and opinions diverge on whether they are overpriced.

Inherit The Wave

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In this issue, senior editor Eric Rasmussen embarked on an investigation to find 10 outstanding young financial advisors in the profession...

Gundlach: Junk Bonds May Be The Next Crisis, Shopping Malls In A Death Spiral

by FA Staff

DoubleLine Capital CEO Jeffrey Gundlach said he fears that the next major financial crisis could be the junk bond market.

TD's Bradley 'Flabbergasted At Industry Infatuation' With Robos

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Former TD Ameritrade Institutional chief Tom Bradley said even though robo-advisors are probably here to stay, it's a mistake to believe they will make human financial advisors obsolete.

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