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Texas Wealth Advisor Overseeing $7 Billion Eyes Mexico's Ultra-Rich

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Americana Partners International of Houston is launching a Latin American division.

Singapore, Hong Kong Are Costliest Cities For Luxury Spending

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New York is the most expensive of U.S. cities.

Asset-Backed Bond Market Is Helping To Fuel The Global AI Boom

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AI is accelerating the decades-long growth of the internet and digital infrastructure.

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Developments in artificial intelligence may be the antidote for an aging population, but it takes time for these advancements to work themselves into the fabric of our nation's businesses.

The Defining Economic Issue Of The U.S. Election

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Americans remain pessimistic after the big jump in prices overwhelmingly outweighed the drop in inflation.

Florida Advisor Joins Raymond James

by FA Staff

Anthony Losh previously managed $250 million with Ameriprise.

Larger U.S. Deficits Pave The Way For Even More Treasury Bills

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The nonpartisan Congressional Budget Office last week upped its deficit estimate for 2024 to almost $2 trillion.

Private Equity Dives Into Sports Investing As Valuations Boom

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Sports team ownership, once the dominion of individual billionaires, is making room for private capital.

Dual Registrants Should Brace For Reg BI Crackdown, Former SEC Lawyers Say

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The SEC is scrutinizing hybrid firms that put their clients into more expensive brokerage accounts, they said.

Bitcoin Funds See Most Outflows Over Two Weeks Since ETF Approval

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Overall, digital asset products were hit with $584 million in outflows in the week ended June 21.

How To Turn Your Support Staff Into A Competitive Edge

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The most productive advisory practices are intentional about designating roles and responsibilities that empower staff to own their areas of the business.

Rich U.S. Tourists Will Make Europeans Feel Poor

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Europe's high living standards are at risk unless it does more to boost productivity and wealth creation.

Clients Can't Dawdle On Expiring Tax Reform Provisions, Advisors Say

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The reforms aren't due to sunset until the end of 2025, but advisors say now is the time to act.

The Hedge Fund Bet Luring Retail Investors To High-Risk Debt

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Issuance of catastrophe bonds is set to hit a record this year.

Wall Street's Smart-Trade Brigade Thrashed Again On Stock Boom

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Money managers have lavished cash on a panoply of strategies, only to get trounced by the S&P 500.

401(k) Contribution Rate Matched Record High in 2023, Vanguard Says

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The average percent of salary funneled into plans maintained 2022's record pace of 11.7%.

How To Establish Yourself As A Wealth Management Expert

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The process requires credentials, attitude and proactively getting the word out.

Massachusetts Is Trying To Prevent REITs From Owning Hospitals

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The crackdown would be among the first of its kind in the U.S.

How Long Can High Rates Last? Bond Markets Say Maybe Forever

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The market's growing view is that the so-called neutral rate is higher than previously believed.

Equity Market 'Laggards' Are Poised For Growth, Capital Group Managers Say

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A resilient economy has set up subpar performers for future success, equity manager Caroline Randall said.

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