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Shouldn’t more people say ‘to hell with the adviser’ – get some index funds and call it a day? What...
Market Watch· 24 hours agoAnswer: It’s true that not everyone needs a financial adviser — and it’s true that index funds can...
‘My brother told me to just be happy.’ My adviser charges 0.9%, but I find that ‘hidden fees’ add up...
Market Watch· 2 days agoHave an issue with your financial planner or looking for a new one? It’s not unusual for an adviser...
5 Reasons Avoiding an Annuity Is a Smart Move for Your Retirement
GOBankingRates via Yahoo Finance· 17 hours agoAnnuities are often recommended by advisors as good options for retirees, and in some cases, they...
JD Supra: Several Regulators Re-Propose Rules to Curb Incentive Compensation at Financial...
JD Supra· 12 hours ago...Association (NCUA), Securities and Exchange Commission (SEC), and Board of Governors of the Federal Reserve System (the Fed) are tasked with jointly prescribing regulations that (1) prohibit incentive-based compensation at covered financial institutions that encourages inappropriate risk-taking...
3 Fintech Growth Stocks That Are Screaming Buys in June
Motley Fool via Yahoo Finance· 2 days agoThe upside of Marqeta is that its technology gets its foot in the door of some of the financial...
I’m 86 with $1.5 million in mutual funds. Could it make sense for me to do a Roth conversion? Who...
Market Watch· 4 days agoAnswer: When you do a Roth conversion, you transfer retirement assets from a traditional IRA or...
Switching your life insurance: Here’s what to consider
Bankrate via AOL· 2 days agoThings to consider when switching life insurance When...to keep in mind: Check for surrender...
Hedge Start: What Key Exemptions Apply to Hedge Funds?
The National Law Review· 3 days agoWe have separately discussed the common exemptions from registration of a fund manager with the...
Why Tyson Foods’ interim CFO could be the board’s ‘safest bet’ for the long term
Fortune· 23 hours agoJohn R. Tyson, 34, son of company chairman John H. Tyson and the great-grandson of company founder John W. Tyson, was arrested by the University of Arkansas Police Department around 1:30 a.m ...
Asset Allocation With Alternative Investment: The Significance of Pacing in Portfolio Construction |...
Law.com· 4 days agoAlternative Investments asset allocation is a growing trend in recent years and which, in our...