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  • Oct 24, 2014
    blog

    The Daily Brief: Women and Wealth

    Women are living longer than men. We all knew that. But, as a result, they're the ones who wind up having to manage what's left of the money....More
  • Oct 23, 2014
    blog

    Fiduciary Advocates: We Need a New Strategy

    The brokerage industry outspends RIAs 50 to one in lobbying dollars, and the press hasn't done a good job covering the fiduciary debate, advocates for the fiduciary standard said during NAPFA's fall conference today. The industry needs a new strategy....More
  • Oct 23, 2014
    blog

    The Daily Brief: Antoine Walker's Financial Failure

    Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a posse of "about eight to nine guys."...More
  • Oct 22, 2014
    blog

    The Daily Brief: Asia Pacific Wealth Report 2014

    According to the Asia Pacific Wealth Report 2014, by Capgemini and RBC Wealth Management, the region's population of high-net-worth investors grew 17 percent to 4.3 million, while their assets grew 18 percent to $14.2 trillion....More
  • Oct 21, 2014
    blog

    The Daily Brief: Admitting to Fraud

    An accomplice to jailed Ponzi scheme artist Scott Rothstein has pleaded guilty to conspiracy to commit wire fraud as part of the Florida attorney's $1.2 billion crime....More
  • Oct 20, 2014
    Commentary

    Is More Regulation Really Necessary to Protect Investors?

    The Financial Planning Coalition is advocating for new regulatory standards for financial planners, contending new research shows investors are harmed by the lack of appropriate standards....More
  • Oct 16, 2014
    blog

    Buyers Are Just Not That Into You

    Despite there being a high ratio of buyers to sellers in this business, practices are not worth as much as advisors expect. Is it, actually, a buyer's market?...More
  • Oct 16, 2014
    Commentary

    The Daily Brief: The Gates Made of Gold

    Entrepreneurs who made their own fortunes accounted for 35 of the 50 people on a recent Wealth-X list of the wealthiest individuals in each U.S. state. That includes self-made entrepreneur Bill Gates....More
  • Oct 15, 2014
    Commentary

    The Daily Brief: Reducing the Risk

    A report released this month by Research Affiliates argues that young workers should begin with a less risky portfolio, noting that their attitudes about investing and risk bearing should not be “poisoned” by a bad early experience....More

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