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I have an $800,000 pension and $470,000 in investments. This year, my adviser wants over $4,000 to...
Market Watch· 18 hours agoFees of 1% of assets under management are fairly standard, pros say, though you can negotiate less....
ChatGPT Has Competition. How Google’s Gemini Compares.
Barrons.com· 9 hours agoAnd it incorporates concepts like having a fiduciary duty to clients, being registered as an ...
SEC Charges Investment Adviser with Pay-to-Play Violation, Bringing Political Contributions into...
JD Supra· 5 days agoThe SEC recently charged an investment adviser for violating Rule 206(4)-5 under the Advisers Act, known as the “Pay-to-Play Rule” (Rule).1 In settling the charges, the adviser ...
3 Artificial Intelligence (AI) Stock Picks With Incredible Potential (Hint: They're Not Nvidia)
Motley Fool via Yahoo Finance· 7 hours agoShould you invest $1,000 in Arm Holdings right now? Before you buy stock in Arm Holdings, consider...
Retirement Industry People Moves – 5/17/24 | PLANADVISER
PLANADVISER· 3 days agoMercer Global Advisors Inc., a registered investment adviser firm, announced that Martine Lellis, currently the chief talent officer at Mercer, will transition ...
2 Top Bargain Stocks Ready for a Bull Run
Motley Fool via Yahoo Finance· 13 hours agoEven without taking into consideration its OPay investment, Opera is a cheap stock that has been showing strong growth as it benefits from AI and...
Global X ETFs Expands Availability of Equity Thematic Disruptors ETF Model Portfolio
WPRI Providence· 6 days agoGlobal X's ETF model portfolios provide advisors with insight into the vast landscape of ETFs to achieve specific outcomes or risk targets for their clients.
Mercer Moves Chief Talent Officer to M&A Role
WealthManagement.com· 6 days agoMercer Global Advisors, one of the largest and fastest-growing registered investment advisors in the nation with over $60 billion in ...
Empowering Change: The Shift of Wealth from Men to Women
San Francisco Chronicle· 4 days agoIn the ever-evolving landscape of personal finance, a significant transformation is underway: the...
How Often Should You Be Checking Your 401(k) Balance?
SmartAsset via Yahoo Finance· 6 days agoIf you started a 401(k) and then forgot about it, you may be wondering how you can check back in on...
