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The Dow crossed 40,000 for the first time – Should you keep investing in stocks or wait?
Bankrate via Yahoo Finance· 4 hours agoPeople often understand how they’ll respond to losses better when...
Crypto Custody for Advisors
CoinDesk via Yahoo Finance· 1 day agoFinancial advisors seeking to navigate the crypto custody landscape must understand the full spectrum of crypto custody options, balancing innovation...
How to Plan a Wedding on a Budget, According to a Financial Expert
PopSugar· 22 hours agoGetting married is an exciting time — until you start wedding planning on a budget and crunching all...
...Survey Finds a Seventy Percent Change in Number of Financial Advisors Planning to Recommend...
WRBL Columbus· 4 days agoMore than one-third (35%) of financial advisors surveyed say they plan to recommend digital assets to their clients within the next six ...
Jeff Brown: How to Successfully Transition From Financial Advisor to CEO
Barrons.com· 3 days agoHaving an external coach can really move things quickly. It made a huge difference for me in terms...
Four Factors That Impact Your Financial Plan
Forbes· 2 days agoWhile every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that ...
Joe Manchin Joins With Republican Lawmakers in Push to Overturn DOL Fiduciary Rule
Barrons.com· 7 hours agoA DOL spokesman reiterated the department’s view that the rule will be an important safeguard for...
I'm 60 With $1.2 Million in an IRA. Should I Do a Roth Conversion on $120,000 Per Year to Avoid...
SmartAsset via Yahoo Finance· 3 hours agoIf you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be...
5 Biggest Health Care Fears In Retirement And How To Tackle Them
Investor's Business Daily· 7 hours agoAnother option is to self-fund long-term care. Create a separate account like you would a 401(k) or...
Financial advisors don't need to fear artificial intelligence, Betterment’s Thomas Moore says
CNBC· 2 days agoFor registered investment advisors, advancements in artificial intelligence have brought to the...