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Equities
ESG
ETFs
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Retirement Plans
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Longevity
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Alternatives
As Kushner’s Investment Firm Steps Out, the Potential Conflicts Are Growing
Kushner cultivated relationships with foreign officials, and 99% of the money placed with him by investors has come from foreign sources.
Investment Value of Nature?
Hardheaded investors think nature has an intrinsic value that can provide them with a return down the road.
Court Rulings May Limit Crypto’s U.S. Growth
In two big cases, the SEC is arguing that at least 20 cryptocurrencies qualify as securities. Rulings could apply across all digital assets.
Morningstar, iCapital Partner to Bring Advisors Alt Investments
Morningstar has teamed up iCapital to provide financial advisors with access to alternative investments and analytics.
Wealthiest Families Spend Fortune Luring Professors to For-Profit Lab
Tech magnate Michael Dell, the heir to the Subway sandwich fortune and an owner of the Boston Celtics are among the backers.
U.N. Seeks Repayment of $63.6 Million Former Official Invested
He lost a vast amount of U.N. funds by entrusting them to a man he met at a party, according to court filings.
1962 Ferrari Brings $51.7 Million at Sotheby’s
It has become the most expensive automobile from that Italian carmaker ever sold at auction.
World’s Largest University Endowment Posts Small Gain
Returns from these schools are watched closely because they pioneered putting money into hedge and private equity funds.
Ackman’s SPARC a Departure from SPACs
Ackman's new investment vehicle differs from SPACs in at least six significant ways. Wall Street has soured on SPACs. Will SPARCs be different?
Investing in Shrek?
An investing platform is planning an IPO that is expected to deliver royalties to investors in music from the popular movie franchise Shrek.
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Wealth Enhancement Group Acquires $809M Retirement Advice RIA
The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.
Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms
In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.
Rent Increases Vastly Outstrip Wage Growth in These Markets
A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.
Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James
The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.
Demand for Advisor Services Soars, Annual Industry Survey Reveals
The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.
Washington State’s LTC Program May Get Nixed
In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.
IRS Accepting Applications for Tax Preparation Program Grants
Participating organizations provide free tax counseling to seniors and underserved communities.