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“Risk parity” has been touted as a better way to build diversified portfolios. But lately, a depressed commodities market and a bull market in stocks are bringing risk-parity mutual funds down.
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The new budget law eliminated two popular Social Security claiming strategies for most people.
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To better serve a diverse community, set hiring goals and actively recruit candidates.
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Financial advisers are more open to using exchange-traded funds than they were just a few years ago, a new survey found.
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A former J.P. Morgan Chase & Co. investment adviser, Michael Oppenheim, on Thursday admitted to stealing roughly $22 million of his clients’ funds, in part to cover personal expenses.
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To start, recognize that these clients have little time, lots of uncertainty in their financial lives and possibly little knowledge of personal finance.
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A Credit Suisse Group broker who manages more than $600 million in client assets has been hired by Merrill Lynch, passing on an opportunity to join Wells Fargo.
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The sector has strong fundamentals despite recent negative news, says David Kudla, who invested in a biotech ETF.
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A ‘periodic table’ showing how various assets have performed year by year teaches a lesson in diversification, says adviser Amy Weldele.
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Young entrepreneurs may not have much need for a financial adviser early on in their careers. But as their wealth grows, these individuals will eventually seek an adviser to help them manage their increasingly complex finances and guide their efforts in investing, philanthropy or providing support to family.
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Big Web operators like Facebook and Google are demanding radically different chip designs. One big beneficiary in the development of a “cloud chip” could be Micron Technology.
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