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

DOL Moves Industry Closer to Harmonization

  • Jul 28, 2015
    The Daily Brief

    The Cockroach Theory

    When it comes to evaluating stocks during earnings season, Fagan Associates applies the cockroach theory: “Where you find one ... there are usually more."...More
  • Jul 27, 2015
    blog

    Ballers Episode 6 Recap: It’s Never That Easy

    On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising the question: how do you juggle needy clients? (Warning, spoilers ahead.)...More
  • Jul 27, 2015
    The Daily Brief

    Expats Seek Tax Overhaul

    More than three out of every four Americans living abroad say that taxes will play an important role in the next presidential election....More

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