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1. • 

     Vanguard vs. Fidelity vs. Schwab: Breaking Down the Numbers

     SmartAsset via Yahoo Finance· 2 days ago

     That’s why we recommend speaking with a fiduciary financial advisor. Fiduciaries are obligated...for...

2. • Thinking of an IRA Rollover? This New Rule Will Impact the Investment Advice You Receive

     SmartAsset via AOL· 7 days ago

     Financial professionals who give one-time investment advice will soon be legally required to act in their clients’ best interests under the Department of Labor’s new

3. • 

     Regulators Must Distinguish Financial Advisement from Investment Advisement

     WealthManagement.com· 1 day ago

     The regulatory conflation of “wealth/financial” with “investment” dates back to 1987, and it...

4. • 

     Jill On Money: Progress on fiduciary

     Herald & Review· 4 days ago

     Recently, there was progress toward requiring financial service representatives to adopt the fiduciary standard. The Department of Labor issued its...

5. • Q1 2024 Envestnet Inc Earnings Call

     Thomson Reuters StreetEvents via Yahoo Finance· 7 days ago

     This will positively impact the client experience as well as our economics. This is how we are driving our results. And I want to underscore what those results. Our

6. • Human Expertise Meets Machine Intelligence: A Winning Formula

     TheStreet.com· 6 days ago

     Discover how this collaboration is creating a more robust and personalized financial planning experience. The financial advisory industry is no stranger to transformation ...

7. • 

     For the Younger Investor, Stocks Make the Most Sense. 3 Smart Tips From Money Pros.

     Barrons.com· 3 days ago

     Over a 15-year investment horizon, small-cap stocks worldwide have historically outperformed their...

8. • 

     Customer Advisory: 10 Things to Ask Before Buying Physical Gold, Silver, or Other Metals

     CFTC.gov· 2 days ago

     Gold or silver IRA frauds frequently target older workers and retirees because they typically have...

9. • Current Perspectives on the Economy and Markets | ETF Trends

     ETF Trends· 2 days ago

     Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? Recently, Jeremy Schwartz joined Advisor Perspectives’ Gaining Perspective podcast to share his ...

10. • 

      5 smart things wealthy baby boomers do with their money that basically guarantees them a comfy...

      MSN News· 7 days ago

      Use these tips to live your best life now and in retirement.