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A Big Question For Small Advisors--Why Sell Now?

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Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.

Hedge Fund Veteran Pitches First-Ever CO2 Risk Transfers

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Banks face growing pressure from regulators to slash their financed emissions.

Old-Guard Car Stocks Are Hot Again As EV Revolution Sputters

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The legacy firms, shunned in recent years, are now viewed as offering a valuation discount.

Market-Fed Alignment Is Welcome, But Not Enough

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The last mile to the 2% inflation target needs to be run with economic well-being firmly in mind.

SEC Fines 2 RIAs $400K Over False Boasts About AI Capabilities

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Delphia (USA) and Global Predictions agreed to pay $400,000 in penalties for the false claims, the agency said.

Should 'Expat' Retirees Worry About Their Social Security Benefits?

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Social Security benefits for U.S and Non-U.S citizens retiring in other countries depends on several factors.

Florida Is Not So Cheap Compared With New York These Days

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Surging Sunbelt real estate prices have eroded the financial benefits for those looking to relocate away from Manhattan.

Different Responses To That Common Advisor Question

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Here are some unexpected answers to the common advisor question: How's business?

U.S. Economy Scores A Win From The Bear Market In Natural Gas

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It's a behind-the-scenes fuel that permeates the economy.

High Rates And A Hot Market Make Tax Returns Trickier

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Taxpayers may encounter a host of surprises when they file income taxes this year, and next.

Equities Rally At Risk From Yields, Morgan Stanley's Wilson Says

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“Stocks are now trying to move past their dependence on central bank policy,” the strategist said.

Tech Stocks Left Out Of Rally Ease Fears A Bubble Is Building

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Money-losing tech companies that surged in 2020 fall this year.

Apple Without AI Looks More Like Coca-Cola Than High-Growth Tech

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Nasdaq 100 is beating Apple by most to start a year since 2013.

Merit Buys $542M Viren In Washington State

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The Spokane, Wash.-based firm specializes in retirement plans, group employee benefits and life and disability insurance.

The Mystery Of U.S. Interest Rates

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Why is the long-term real safe interest rate so far above the neutral level?

LPL Financial Sued For Raiding Advisory Firm

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A Kentucky firm said LPL, its former affiliate, tried to poach its advisors after a falling out.

Cathie Wood Reshapes Florida City In Image Of Her Boom-Bust Fund

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Cathie Wood is a lot of things to a lot of people in St. Petersburg, Florida.

How Advisors Can Help Those Suddenly Made Single By Death, Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

Why Wealth Managers Fail To Move Upmarket

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A lack of time is highly correlated with difficulty sourcing wealthier clients.

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