In the large and complex world of investing, bonds are often overlooked. However, they are one of the most critical tools for any investor. Unlike cash, money markets, and certificates of deposit (CDs), bonds have a unique ability to increase in value during a recession. This characteristic makes them an essential part of any well-diversified…
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A Lubbock, Texas-based team with approximately $140 million in assets under management will join LPL Financial from Lincoln Financial. The move comes as Osaic prepares to complete its acquisition of Lincoln National's wealth management business. Connected: Another advisor moves to LPL Financial from Osaic David Miller, president and managing director of RFS Financial Securities, said…
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Billionaire and Shark Tank star Mark Cuban, 65, isn't one to shy away from dishing out life advice and business advice on social media. But recently, Cuban told his followers that the only thing he would “do differently” was worry less about aging and not worry about “aging at every milestone.” Connected: 'Don't follow your…
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Christophe Gauthron, CEO of Kwanti, explains how the T3/Inside Information Survey reaffirms their commitment to user satisfaction, driving their development focus. Gauthron also teases upcoming features aimed at increasing client buy-in, highlighting their commitment to simplifying portfolio analytics, proposal creation, model management and improving advisor-client communication through seamless integration with partners. Source link
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This article originally appeared on Business Insider. Bitcoin is in an extended retracement to levels seen recently when interest rates were close to zero and Pixel artwork regularly sold for millions. On Monday, bitcoin rose more than 5% to pass $66,000 for the first time in nearly three years. It is within reach of an…
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Joel Bruckenstein reflects on T3's 20th anniversary and celebrates the growth and evolution of the fintech community. This landmark event showcased the energy and participation from industry veterans and newcomers alike, with major achievements related to continued desires for better integration and exciting, fundamental advances in AI technology. Source link
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This Side Hustle Spotlight Q&A features Zach Downey, owner and CEO at Distinctive sellingwhich operates cotton candy machines in high-traffic locations such as resorts and amusement parks. Image Credit: Courtesy of Seller Badges. Zach Downey. What were you doing before you started? side hustleand why did you get interested in entrepreneurship? As I started the…
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Fidelity has launched a new research portal of registered third-party alternative investment strategies. The research is now available through Wealthscape, Fidelity's platform for advisors. Research covers private credit, private real assets and private equity funds, enabling advisors to evaluate and compare alternative investment strategies. Connected: What alternative investments do VNRs favor right now? Fidelity cited…
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UPDATE: After 13 seasons, Philadelphia Eagles center Jason Kelce has officially announced his retirement from the NFL. “I've been asked many times why I chose football — what drew me to the game — and I never have an answer that gets it right.” Kelce said during a media conference in Philadelphia on Monday afternoon….
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Direct indexing through a separately managed account is currently one of the fastest growing investment strategies in the United States. This solution can be particularly effective for those with concentrated positions in company stocks. The approach allows investors to replicate the performance of a specific index while maintaining control over individual securities. To accomplish this,…
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