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Wealth Enhancement Group acquires Cimino Wealth Advisors
Addition of $495 million Wisconsin hybrid brings AUM to $8.4 billion.
Fed raises interest rates; signals 2 more hikes this year for total of 4
Falling unemployment and rising inflation put pressure on policymakers.
Cash floods into money market funds
Short-term debt funds are flourishing because they finally pay something.
BlackRock expands risk analytics tool to wealth managers overseeing billions in assets
'There is a huge opportunity for Aladdin to be the language of portfolio construction,' said BlackRock COO Rob Goldstein.
Always be closing? The end of selling
Financial advisers should be explaining how they can help clients, rather than pushing products on them.
How advisers can navigate ESG investing in 401(k) plans
Despite shifting tones from presidential administrations, advisers can still safely apply ESG factors in investment decisions.
Winning over the ultra-rich means cutting them in on mega deals
Bankers are vying for the world's hyper-wealthy as never before, and they are holding out investments that are tantalizingly off-limits to the rest of us
Wells Fargo advisers managing $760 million switch to Raymond James
Michigan-based movers are $500 million team and $260 million solo rep.
Should 401(k) advisers limit their roster of record keepers?
Advisers must weigh pros such as ease and efficiency against drawbacks like client risk and less leverage.
SEC bars New Jersey RIA over securities, adviser fraud
Larry Werbel had pleaded guilty to receiving kickbacks for touting stock.
Biggest RIA gainers
$1B+ fee-only RIAs ranked by year-over-year growth in total assets.
Decoding 2034: Social Security’s Crucial Year
Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act
Tax planning doesn’t stop on Tax Day
Studies show that a tax-efficient approach to investing can boost incremental after-tax returns.
Fees on savings apps can add up
Services like Acorns and Stash let people invest small amounts of money, but critics question their fee structures.
Glut of smart-beta ETFs is pushing issuers toward bonds
Launches of new equity exchange-traded funds have slowed as investors crowd into just a few products.
It’s time to make ‘behavioral finance’ more than a buzzword
Learning and addressing clients' likely emotional reactions to market moves gives advisers the chance to build closer personal connections
Why 401(k) advisers should heed TPA consolidation
Shops that do plan administration have been getting snapped up recently, a trend that could disrupt advisers' businesses.
Teamwork makes the dream work at Pimco
Four years after the ousting of Bill Gross, the firm's total assets have increased by $300 billion.
Vanguard: More than half of 401(k) participants invest solely in target-date funds
Annual report also finds voluntary and default savings rates are converging.
Allianz and Vestwell partner on 401(k) distribution
The life insurer is promoting Vestwell's automated services to retirement-plan advisers at independent broker-dealers.
