FA News

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Advisors Are Establishing Their Own Networks To Win Clients, Says DFA

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Still, the largest source of new clients for high-performing firms is M&A deals.

Goldman Explores Sale Of Platform Clients Use To Launch ETFs

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The bank is exploring strategic alternatives that might mean selling its ETF Accelerator platform.

Fear Over Trump Tariffs Sending Americans Into Debt, Study Shows

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Fear of rising tariffs has led one in three Americans to stockpile items, says CreditCards.com.

Carson Group President Teri Shepherd To Exit Company

by FA Staff

She joins a list of company leaders, including its CEO, to announce their departures in recent months.

Osaic Partners With HarborOne Bank To Boost Institutional Assets By $114M

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The broker-dealer is beefing up its community bank and credit union channel.

Yellen Warns Financial System Still Faces Commercial Real Estate, Crypto Risks

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The Treasury secretary stressed the importance of a strong Financial Stability Oversight Council.

State AGs Threaten Biden Over Student Loan Forgiveness Plan

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Republican attorneys general have won 10 of 10 challenges against White House loan forgiveness schemes.

BlackRock Sees Retail Traders Snapping Up Muni Bonds In 2025

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The firm thinks retail buyers will be eager to help digest a flood of new issues.

Good Tech, Happy Advisors

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An study finds that bad tech can prompt advisors to leave their firms.

Wealthy Baby Boomers Will Make Heirs Wait, Schwab Survey Says

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Baby boomers are far and away the stingiest generation by at least one measure: desire to pass on their riches during their lifetimes...

UnitedHealth Shooting Dredges Up Enmity For Health Insurers

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A shooting has thrown the spotlight on Americans' anger at the health insurance industry.

BofA's Hartnett Warns Froth Is Building In U.S. Stocks, Crypto

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A powerful rally has left these asset classes looking overpriced.

Index Funds Are Popular, But They're Not All Alike, Advisors Say

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Index funds have dominated the discussion for almost 50 years now. What is the role of active funds?

Private Credit Looks To Scale Ahead Of Expected M&A Wave

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Transactions are swelling and lenders are consolidating.

Minn. Advisor Gets 2 Years For $2.1M Theft Of Client Funds

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Prosecutors said Kristi Berge fraudulently took client funds to invest in real estate.

American Workers Growing More Worried About Retirement, MFS Survey Says

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Increased housing costs were among the top reasons for the financial worries.

What U.S. Taxpayers Should Know Before Moving Overseas

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American expatriates are in the unenviable position of being taxed by the U.S. no matter where they live.

A $105 Trillion Inheritance Windfall Is On The Way For U.S. Heirs

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Family wealth has become more concentrated among the most affluent households.

MFS Introduces Five Active ETFs

by FA Staff

The $625 billion asset manager is offering "existing capabilities" in a different wrapper, its CEO says.

Casual Restaurant Bankruptcies Accelerate As Customers Retreat

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Restaurant prices increased about 44% from 2015 to March 2024.

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