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Do I Really Still Need a Financial Advisor After Retiring?
SmartAsset via Yahoo Finance· 1 day agoManaging your money never entirely stops, especially since retirement means living exclusively off...
Don’t break DART to fix the pension
Dallas Morning News· 32 minutes agoBert Lance, former adviser to President Jimmy Carter, popularized the old expression, “If it ain’t broke, don’t fix it.” The Dallas City Council is considering a plan that would remove 25% of ...
Peter Dunn: Your financial adviser is changing firms. What now? - Indianapolis Business Journal
Indianapolis Business Journal· 1 day agoMy financial adviser has recently left his firm and is going out on his own. While I really like him and feel that he has done a great job with my investments, I’m a little leery to move all my money to his new business.
Dave Ramsey Says To Pay Off Your Mortgage Early– But Should You?
GOBankingRates via Yahoo Finance· 2 hours agoDave Ramsey, the renowned financial guru, has long been a proponent of financial discipline and...
JD Supra: The SEC Amends the Internet Adviser Exemption
JD Supra· 3 days agoOn March 27, 2024, the US Securities and Exchange Commission (SEC) adopted amendments to Rule 203A-2(e) of the Investment Advisers Act of 1940 (the Advisers Act) (the Internet ...
Foundations Investment Advisors LLC Boosts Holdings in Emerson Electric Co. (NYSE:EMR)
ETF DAILY NEWS· 6 days agoFoundations Investment Advisors LLC raised its holdings in shares of Emerson Electric Co. (NYSE:EMR...
Millennium Asked Weiss to Cut Staff, Expel Clients in Talks
Bloomberg via Yahoo Finance· 2 hours ago(Bloomberg) -- Millennium Management demanded a number of significant changes at Weiss...
SEC and FinCEN Propose Rules to Impose Customer Identification Program Obligations on Certain ...
JD Supra· 4 days agoUnder the CIP Rules, each RIA and ERA would be required to “establish, document and maintain a written customer identification program (CIP) appropriate for its size and...
Got $200 Per Month? This Warren Buffett ETF Could Turn It Into $650,000 With Next to No Effort
The Motley Fool via AOL· 10 hours agoBy investing as much as you can afford each month and giving your money plenty of time to grow,...
Foundations Investment Advisors LLC Boosts Stock Holdings in Dominion Energy, Inc. (NYSE:D)
ETF DAILY NEWS· 6 days agoFoundations Investment Advisors LLC lifted its stake in Dominion Energy, Inc. (NYSE:D – Free Report)...
