Channels

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Ares Launches Private Credit Fund For Wealthy Clients

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Ares Strategic Income Fund raised more than $847 million in equity commitments from institutional investors.

Dimon Says JPMorgan Headcount To Stay Flat After 8% Annual Jump

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Wall Street has leaned on headcount reductions and hiring freezes to help contain costs amid inflation.

Princeton's Endowment Chief Andrew Golden To Retire After Almost 30 Years

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The Ivy League endowment was valued at $35.8 billion last June.

U.S. Women Now Make As Much Or More Than Men In Half Of Marriages

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College-educated and Black women are more likely to out-earn their husbands.

Bank Of America Clients Withdraw $2.3 Billion From U.S. Stocks Of All Sizes

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The outflows come as uncertainty brews about the staying power of this year's rally in the S&P 500.

Finra Bars Tenn. Broker Who Allegedly Borrowed $850K From Clients

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William Winchester secretly borrowed the money while associated with Raymond James and LPL, the regulator said.

Schwab Reveals $53 Billion In New Client Assets In March, Seeking To Calm Investors

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The March flows were the second-highest for that month in the firm's history.

Merrill To Pay $9.7M For Hiding Foreign Exchange Commissions, SEC Says

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The firm failed to disclose the fee to customers over a four-year period, the agency said.

Estate Planning During A Time Of Economic Uncertainty

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Bank of America wealth managers offer advice on how to adjust estate plans for the current economic environment.

Fed's Lisa Cook Says Inflation Is Easing But More Is Needed

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"We've seen wage gains moderating quite a bit,” the Fed governor said.

2023 Independent Broker-Dealer Survey: IBDs Invest In Reps' Succession

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As the world changes, the bonds tying broker-dealers to their reps might have to be broken to be reset.

The Banking System Isn't A China Shop--Yet

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The failure of recent banks has some wondering if we've learned from past mistakes.

5 Tips To Get Started With ChatGPT In Your Marketing

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This breakthrough artificial intelligence tech can be friendly to advisors when it's used correctly.

Personal Principles With Investing

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If you know your clients' principles about investing, you'll be in alignment before you invest for them.

Directions For The Philanthropic Journey

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Depending on where they are in their giving, you'll have to ask your clients different questions.

My Family Made Me Do It

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Watching their retirement wreckage set me on to my next chapter.

Succession Planning For Financial Advisors

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Financial advisors may be used to giving clients advice about succession planning, but what about their own businesses?

Merit Financial Advisors: How It Became A Hybrid RIA M&A Powerhouse

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The Atlanta-region firm is on track to add $4 billion to $6 billion in new AUM in 2023 alone.

As Indexing Booms, Are We Nearing ‘Peak Passive'?

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How much indexing is too much, and will active managers ever have their day in the sun?

Covered-Call Strategies Gain Interest In Bear Market

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Investors are flocking to covered-call funds. Is the strategy too good to be true?

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