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The latest news on the wealth management industry, people, markets and trends.

Obama Struggles with Wall Street to Woo Democrats over Broker Rules

  • Mar 27, 2015
    The Daily Brief

    Too Big to Fail?

    Vanguard experienced net inflow of $219 billion into U.S. mutual funds and ETFs in 2014, and is predicted to command 20 percent of total industry assets by the end of 2015....More
  • Mar 26, 2015
    blog

    Market Forces Driving Advisors Towards Riskier Portfolios

    Due to low interest rates and stressed insurers, advisors are replacing variable annuities with dividend-paying equities as a retirement income strategy....More
  • Mar 26, 2015
    The Daily Brief

    Health Trumps Wealth

    Eighty percent of retirees in better health report having a positive experience in retirement, compared to only 59 percent of those in poorer health....More
  • Mar 25, 2015
    blog

    Wealthfront Eliminates $100k Minimum For Tax-Loss Harvesting

    In the wake of Schwab's new robo-advisor, which doesn't charge advisory fees and offers tax-loss harvesting for accounts with at least $50,000, Wealthfront eliminated minimum requirements for its own tax services....More

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