Ben Mattlin

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Financial Advisor Jailed And Fined For Covid-Relief Fraud

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Paul Kwak was sentenced to three years and four months in prison and will pay over $1 million in restitution.

Conquering The Frustrations That Come With Annuities

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If you think handling annuities is a problem, you're not alone.

The Top 10 S&P 500 Stocks Through 3Q

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Technology and the leisure industry are strong themes among the best-performing stocks.

Raymond James Accuses 2 Bond Salesmen Of Stealing Company Secrets

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The broker-dealer is suing the salesmen and their new firm.

Emergency Funds Supplant Retirement As Americans' Top Money Worry, EBRI Says

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Saving for retirement dropped to third on the list of most stress-inducing money concerns.

TIPS, Alts, International Securities Are Vital Today, Strategists Say

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A panel of strategists said the investing environment underscores the need for diversification.

Despite The S&P 500, We Are In A Bear Market, Say Veteran Long-Short Managers

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Just 10 stocks have driven the S&P 500 higher, they said.

How Big A Gamble Is Monte Carlo For Advisors?

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The popular simulation has its pros and cons, experts say.

How Much Insurance Do Your Clients Really Need?

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A key question is, how much can your client afford to lose if disaster strikes?

This RIA Platform Offers Advisors A Home For Their Clients' Cash

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Flourish says its advisor tools allow clients to earn more on their reserve savings.

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