F.L.Putnam Investment Management Company, an independent RIA based in Lynnfield, Mass., has acquired Arcadia Investment Management Corporation, expanding its footprint to the Midwest. Arcadia, an ...
To the firm’s strategists, a pattern similar to the dot-com bubble is playing out in the Nasdaq 100 Index, which has risen in tandem with the gauge’s measure of 10-day realized volatility for 14 of ...
Most Americans have health insurance, but that doesn't ease fears of a medical emergency pushing them to the financial brink, a study shows. Nearly 97% of the 1,507 Americans surveyed in February by ...
Wealthy female clients have no patience for “buzzwords and the financial jargon,” added Cary Carbonaro, a managing advisor at Ashton Thomas Private Wealth. “So when you're talking to them, make it ...
Hightower, a Chicago RIA aggregator that manages about $354 billion in total assets, has agreed to buy one of its own flagship affiliate franchises outright—the Bahnsen Group is a California-based ...
In an age where women are living longer and are thus going to be facing more complex financial responsibilities, advisors are going to have to rethink the ways they engage with their female clients.
The CFA Institute’s former chief marketing officer pleaded guilty to embezzling almost $6 million from the financial education group and another company. Michael J. Collins now faces as long as nine ...
Kevin Warsh has called for “regime change” at the Federal Reserve and should consider following Europe's example to improve communication.
Nearly two months into the conflict in Iran, global stock markets are staging a defiant rally. From the U.S. to Taiwan and South Korea, a disconnect has emerged: while the geopolitical tensions remain ...
About 7% of the U.S. workforce will be eligible for the buyouts, according to a person familiar with the planning. Microsoft has never previously done buyouts of this scale, said the person, who ...
Apple Inc.’s new chief executive officer joined the iPhone maker 25 years ago and was tapped for the top job at age 50. While that would have been a common trajectory for CEOs a generation ago, the ...
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