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WealthManagement.com’s Recent activity

Disgraced Financial Advisor Apologizes
Oct 25, 2016
Jeff Rubin Jeff Rubin, the disgraced financial advisor who lost a number of NFL clients upwards of $43 million, was the subject of a 60 Minutes segment on Sunday. In it, Rubin apologizes apologizes, saying, "If I ca...
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A New Way to Evaluate Alternative Funds
Oct 24, 2016
For years, analysts have struggled to evaluate alternative mutual funds, as these funds have had varying degrees of success in delivering diversification and low volatility in a portfolio. That’s why Morningstar ...
Lawyers: FINRA Still Hasn’t Fixed BrokerCheck
Oct 21, 2016
Flawed. A 2014 report from the Public Investors Arbitration Bar Association (PIABA) criticized FINRA’s BrokerCheck system for not including information available from many state securities agencies, such as the ci...
AssetMark Launches DOL Readiness Tool
Oct 20, 2016
The clock's ticking. AssetMark launched a new assessment tool on Tuesday that it says will provide advisors with a comprehensive look at how prepared their firm is to comply with the Department of Labor’s pending ...
Hedgeable Releases HNW Robo
Oct 19, 2016
Meet Katana. A common refrain about digital advice technology is that while it may be good for small accounts and new investors, it is unable to handle the needs of a high net worth investor. Hedgeable is trying t...
Behind the Scenes of the SEC’s Risk-Based Exams
Behind the Scenes of the SEC’s Risk-Based Exams
Oct 18, 2016
Screening for risk. | Copyright Chip Somodevilla, Getty Images The Securities and Exchange Commission examines only 10 percent of investment advisors per year, but that doesn’t mean the other 90 percent are not re...
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The Election & Investing
Oct 17, 2016
Resplendent with controversy and mudslinging, this election cycle has chided investors into increasing their cash holdings, says a new survey from BlackRock. More than half of investors have decided to only incre...
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Scared and Confused
Oct 13, 2016
Scared and confused is how Americans feel about handling their personal finances, says a new report by SmartDollar and Ramsey Solutions. While 26 percent say they are scared and 25 percent feel confused about han...
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Financial Advisors Prefer Trump Over Clinton
Oct 12, 2016
Financial advisors are not fans of Hillary. | Copyright Chip Somodevilla, Getty Images Consider the source here, but Breitbart.com is reporting on a Woodbridge Wealth survey that 83 percent of financial advisors p...
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