FA News

Strategies For Clients With Retirement Savings Shortfalls

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Yes, it will be possible to fund retirement shortfalls with a mix of strategies.

BlackRock Looks To Five 'Megatrends' To Expand Its ETF Business

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BlackRock is jumping further into the thematic exchange-traded fund arena.

Pimco Parent To Offer Active Funds At ‘ETF-Like’ Prices

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Allianz will use an online platform to offer some actively managed funds directly to retail investors.

Working Together: How Alan Mulally Engineered Success At Boeing And Ford

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By fostering a spirit of collaboration and inclusion, leaders can steer large and disparate companies.

Retirees Risk Running Out Of Money A Decade Before Death

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The World Economic Forum says global retirement accounts aren't growing fast enough.

American Donors Need To Use More Strategy, Fidelity Charitable Says

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Advisors and their clients need to be more strategic in their charitable giving, according to the donor-advised fund.

Jamie Dimon Draws A Bernie Sanders Taunt By Knocking Socialism

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Sanders shot back that the JPMorgan CEO didn't complain about socialism when he accepted a federal bailout.

Goldman Women In 14-Year Discrimination Fight Resist Arbitration

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Lawyers for the group argue that Goldman has waited too many years to now try to push them out of open court.

First-Quarter Charitable Giving Decline Worries Fund-Raisers

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Declines in gifts and donors has the fund-raising community worried about donations for the rest of the year.

Northeast States Lose Fight Against SALT Deduction Cap

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The Treasury Department dealt the final blow with regulations that block ways to circumvent the cap.

Martin Feldstein, Reagan Economic Advisor, Dies At 79

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The advisor is remembered for having persuaded President Ronald Reagan to raise taxes on corporations.

Bank Of America Plans To Concentrate Manhattan Staff At Midtown Hub

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A large portion of the bank’s 13,000 N.Y. employees will be at six properties clustered around Avenue of the Americas.

Ross Urges Fed To Rethink Last Hike, Rips Its Staff As 'Wrong'

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The commerce secretary said the Fed has made faulty assumptions about the threat of inflation.

Don't Like Annuities? You'll Like Them Even Less When Your Client Dies

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The tax treatment of annuities can be wildly inconsistent, especially after death, advisor Michael Kitces said.

The Case For Alternatives In Retirement Portfolios

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Stocks and bonds alone can't do the job for retirees, a panel of investment specialists said.

Crypto Exchanges Are Facing Their Biggest Regulatory Hurdle Yet

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A multi-government task force is ready to recommend ways to regulate bitcoin and other digital currencies.

Paul Tudor Jones Says Buy Stocks On Prospect Of Market Highs

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The billionaire investor said he's looking for an aggressive but short rate-lowering cycle by the Fed.

Retirement Not An Option For Many Americans

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Many Americans can't afford to retire, says Northwestern Mutual.

Snowden Opens First Florida Office, Staffed With $344M Merrill Lynch Teams

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Snowden Lane Partners, a hybrid RIA headquartered in New York City, is expanding to Florida.

SEC Judgment Brings Cape Cod Hybrid Advisor’s Six-Year Fraud Spree To A Close

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She was sentenced to 87 months in prison, must pay $3 million restitution.