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Bad Timing Cost Fund Investors 17% In Gains The Past Decade, Morningstar Says

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The timing of purchases and sales has caused investors to miss out on potential gains.

Cetera To Offer Affiliates Access To YCharts Platform

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Cetera Financial Group is now offering its affiliates access to YCharts, a cloud-based investment research platform for wealth advisors and asset managers.

Advisors And The National Conversation

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It's easier to help affluent individuals insulate themselves from the world's troubles. But no one is an island.

Innovations On The Income Puzzle

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This D.C. advisor managed to cobble together a retirement plan for his client using covered calls.

PGIM Expands Its ETF Offerings

by FA Staff

The firm launched a CLO fund and a short-duration bond ETF.

If I Wrote Fortune Cookies

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If little scrolls of wisdom could be passed around the financial world, what would they say?

2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality

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Are all the RIA merger marriages going to slow? Or will deep pockets keep the deals moving?

Liquidity Cliffs Cause Generational Discord

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Is private equity driving generational conflict among advisors?

Going Off Script

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Getting The Kids Involved

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When your clients want to build a family legacy, getting the next generation involved in philanthropy can pave the way for lasting impact.

Unsafe At Any Speed

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Most retirement plans will fail. So who will tell the clients?

Is The New AI Cool For Wealth Management?

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Here's how advisors are already diving into the new generation of generative artificial intelligence applications.

How To Succeed In Family Offices

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If you want to avoid problems with succession, it's best to close the generation gap.

Bank On It

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Fund manager Chris Davis says the stocks of the largest, best-of-breed banks are primed for upside.

Stop Saving, Start Spending

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Some near-retirees should ditch the savings plan and drop serious cash on their dreams.

Swapping Old Annuities For New Ones

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Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

All About Fiduciary Duty

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Just imagine for a second that a PE firm owns a big stake in your RIA and several of your competitors also wants to offer some of its funds to your clients. What could possibly go wrong?

Bernstein Debuts Private Label Donor-Advised Fund

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Bernstein Private Wealth Management has launched a private label donor-advised fund program.

Should Wealthy Clients Delay Drawing On Social Security?

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Advisors say there are circumstances where wealthy clients may want to take their benefits early.

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

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