Risk Management

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NASAA Says State And Federal Regulators Need Better Communications

by FA Staff

The organization of state securities regulators also said further regulations are not needed for digital assets.

Investors Should Seek Balance In 2023, LPL Says

by FA Staff

Opportunities will be available in both stocks and bonds as inflation slows, the financial giant predicted.

Patience Will Be Key For Investors In 2023, Economist Says

by FA Staff

Investors need to be prepared for volatile global markets, said economist John Vail of Nikko Asset Management.

2023 Is Coming Up Rosier, Advisor Survey Says

by FA Staff

Bonds will gain importance in a more stable market environment, the InspereX 2023 Advisor Outlook Survey said.

Vanguard Exit Has Lawyers Mapping Out Wall Street's Top ESG Risk

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ESG strategies are running afoul of pro-competition, anti-cartel regulations in some jurisdictions.

This Equity Fund Is Trouncing The S&P 500

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The Centre American Select Equity Fund has been a category leader for the past five years.

Prospering Profession Faces Talent Shortage

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

What's The Problem With Optimization?

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The computers are just doing what they're supposed to do. Is that not enough?

Market Forecast Looks Brighter For 2023, BNY Mellon Investor Solutions Says

by FA Staff

Bank analysts foresee higher investment returns over the next 10 years.

Parnassus Judges ESG Performance

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Investment firm aims to promote clarity and transparency.

60/40 Portfolios Should Concentrate On Short-Term Bonds, Not Equities, Bond Experts Say

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The bond side of portfolios should be in short-term bonds, according to TwentyFour Asset Management.

Fighting Financial Fraud Costs More Every Day, LexisNexis Says

by FA Staff

The price tag for trying to stop fraud adds up to more than what the fraud nets, the firm's annual study concluded.

F.L.Putnam Launches Alt Investment Platform For Advisors

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The new platform provides RIAs with access to Atrato's proprietary investment manager research.

Avoiding Unpleasant Tax Surprises Next Year

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Many of the tax advantages of previous years have disappeared behind congressional sunsets. Will some come back?

Soft Or Hard Landing: A Fixed Income Road Map For 2023

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It's a whole new ball game for yield seekers, but stay mindful of the Fed's guiding hand.

The Case For Private Real Estate

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Private properties offer different investment characteristics from public REITs.

How One Bond Manager Is Navigating The Craziness

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BlackRock's Rick Rieder takes an unconstrained approach to portfolio construction.

When IRA Planning Is A Family Affair

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You must ask clients with excess IRA assets about where they want their money to go.

Business-Owning Clients May Be In IRS Crosshairs, Advisors Say

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Tax planners are bracing for the IRS to scrutinize how businesses report transfer pricing.

Rethinking Risk Management Amid 2022's Volatile Market

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How to retain assets in the current economic environment.

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