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Barry Ritholtz
Bill Hortz On Innovation
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Featured Columnists

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The Complexities And Opportunities Of Launching An Interval Fund

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Launching an interval or tender offer fund is like playing a multi-level chess game.

Reducing Discounts On Closed-End Funds

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Closing the discount on an exchange-listed, closed-end fund can be a tricky and frustrating process.

Top 2022 Institute For Innovation Development Articles

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Here are our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2022.

Investing In The Collision Of Two Energy Megatrends

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Global environmental conferences with cross-government support are helping build knowledge-based awareness and proactive action to gain traction for decarbonization and renewable power

Holistic Advisor Business Models Meet Client Demand

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Holistic financial advice has become an increasingly important topic of discussion and debate across the industry.

U.S. Recession Could Be Just A Month Away, Gundlach Says

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Reliable economic indicators are showing a downturn could happen from one to six months from now, the DoubleLine CEO said.

Modernizing Fund Distribution Through Connected Intelligence

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Ways to address some of the frictions inside modern asset management distribution, and how firms can adapt.

Building RIA Compliance For Enterprise Value

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An industry expert discusses RIA compliance and its place in building enterprise value.

Why Dan Fuss Sees U.S.-China Showdown Driving A Decade Of Inflation

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A clash need not be a "shooting war" to destabilize the global economy, he said.

Unique Asset Management Forum On Industry Challenges And Opportunities

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Here are a few key points shared at the SME Forum Fall 2022.

The Problem With Experts

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The problems faced by so-called experts in financial markets and politics didn't begin in 2022.

Prospering Profession Faces Talent Shortage

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Advisors at Schwab Impact realized they are living in a new world.

A FinTech CMO's Recap Of Schwab IMPACT 2022

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At the conference, the energy levels were high and the presentations were thought-provoking and rich with insight Here are a few key takeaways

New NFT Platform Expands Access And Opportunities For Business Strategy

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Despite recent downturns in the non-fungible assets market, the mass adoption of NFTs is still strong.

Mastering Client Behavior And Money Energy

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A conference on “Mastering Your Money Energy” took behavioral science to a deeper more impactful human level.

Integrating Wealth Management And Tax Planning

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Year-end wealth management planning goes far beyond just tax planning.

Advisor's Guide To Protecting Retirement Income

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Will advisors need to play a bigger role for their clients by providing a more ongoing, proactive management of retirement income sources?

Gundlach Says Housing Is 'Doomed,' Millions In Layoffs Likely

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The DoubleLine CEO expects the fed funds rate to top out in May at about 4.5%.

The Evolutionary Pressures And Re-emergence Of Value Investing

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With the recent rotation away from growth stocks due to changing economic conditions, value investing has come back into prominence.

A Different World

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Perhaps the best times to win new clients are during periods of economic and market turbulence.

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