Risk Management

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Increasing Wealth Not Calming Younger Investors, Advisors Say

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The young have benefited from the great wealth transfer, but still suffer investing anxiety.

EY Offers Advisors 10 'Resolutions' For Better Profits, Efficiency

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Best practices to promote growth should be embedded in advisory firms, EY says in a new report.

TV Ad Claims Vanguard Takes 'Marching Orders' From Climate-Change Deniers

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The environmental advocacy group running the ad contends the company refuses to address climate change.

Investors With Advisors Are More Confident, Janus Henderson Survey Says

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Advised clients were less likely to make investing mistakes because of emotional reactions, the company said.

What You Can Learn From Nobel Laureates

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Buy low-cost (securities), hold for a long time and avoid paying taxes.

U.S. Stocks Will Hit All-Time High Early In 2024, Bob Doll Says

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But he predicted that the rally would fade as the year goes on.

What To Do About Financial Advisors In Cognitive Decline

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Most firms are unprepared for the potential mental deterioration of their key professionals.

Wealthy Individuals Most Worried About Loss Of Investment Value, Chubb Says

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Inflation and climate-related disasters are also among their top worries, according to a company survey.

BofA Strategists See Return Of 'More Normal' Market Trends in 2024

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The apparent end of Fed rate hikes and lower inflation mean investors can return to fundamentals, they said.

JPMorgan Is In A Fight Over Its Client's Lost $50 Million Fortune

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At age 78, Peter Doelger was worth at least $50 million, but as dementia set in over the next five years, it was nearly wiped out.

2024 Will Be The Year For SMAs, Direct Indexing, GSAM Says

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The control provided by SMAs is sought by investors and their advisors, Goldman Sachs Asset Management says.

Benefactors Can 'Insure' Heirs' Legacy, Brokerage Executive Says

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Properly planned insurance can not only protect, but enhance, legacy, Chad Druvenga says.

From Riches To Rags

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A former Morgan Stanley advisor may have cracked the code on how to keep pro athletes out of bankruptcy.

How The Unexpected Poses The Biggest Cybersecurity Risks

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Cybercriminals can identify and exploit unexpected weaknesses in a company's cybersecurity.

Majority Of Investors Happy With Their Advisors, Janus Henderson Survey Says

by FA Staff

Anxiety over the upcoming presidential election tops investors' worries, the survey says.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

More Investors Acting On Social Media Financial Tips, TD Wealth Says

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Any information gained on networks like TikTok or X (formerly Twitter) should be vetted by a financial professional, a TD Wealth executive said.

Private Markets Are Becoming A Driving Force For The Economy, Partners Group Says

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A truly diversified portfolio needs private equity investments, Robert Collins of Partners Group says.

New Tool Calculates Climate Change Investment Risk

by FA Staff

The tool combines climate risk projections with Bloomberg's company data.

How To Bet On Sports Teams--As An Investor

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Investing in professional sports franchises is one way to diversify a portfolio.

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