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Live Like a Super-ager, Anywhere

The author of the “Blue Zones” books and Netflix docuseries discusses why people in select communities live longer, disability-free.

What Financial Advisors Should Know: Fixed Annuities and Consumer Literacy

MassMutual’s fixed annuity buyer study shows that consumers are looking for a way to address outliving their retirement assets. Here is what they wish advisors would tell them.

Wealthiest Families Switch Gears Amid Recession Fears

Family unity was the top priority last year, but financial matters are the new preoccupation, according to Citi Private Bank’s survey of family offices.

Parents of Sam Bankman-Fried Sued By FTX

Bankman-Fried ran FTX as a "family business" and misappropriated billions to benefit insiders, including his parents, the suit says.

Are Peak Treasury Yields Approaching? Some Investors Think So

They are buying into weakness, confident that a peak in interest rates will eventually lift the market for U.S. government debt.

The ESG Conversations You Need to Prepare For

Regardless of your opinions on ESG, it has staying power. Here’s how to discuss it intelligently with clients.

Social Security Overpays Billions to People, Many on Disability. Then It Demands the Money Back.

This can destroy the already precarious financial situation of disabled beneficiaries and leave their family members scrambling.

Former Wells Fargo Exec Avoids Prison

She avoided prison time for her role in the bank’s sham accounts scandal after a federal judge sentenced her.

Why Commercial Real Estate Deserves a Closer Look

Opportunities abound in the public and private markets, but investors must “retool” their thinking, says Green Street.

A 27-Square-Foot House? That’s All Some Can Afford

Social media videos of the house built in a dumpster have drawn tens of millions of views and lots of inquiries in a city with expensive rent.

Latest News

Parents of Sam Bankman-Fried Sued By FTX

Bankman-Fried ran FTX as a "family business" and misappropriated billions to benefit insiders, including his parents, the suit says.

Are Peak Treasury Yields Approaching? Some Investors Think So

They are buying into weakness, confident that a peak in interest rates will eventually lift the market for U.S. government debt.

Former Wells Fargo Exec Avoids Prison

She avoided prison time for her role in the bank’s sham accounts scandal after a federal judge sentenced her.

401(k) Losses Spark Lawsuit

Employees of the former Bed Bath & Beyond sued the investment committee, saying its "imprudence” caused them to suffer millions in losses.

SEC Chair Grilled By Senate Republicans on Advisor Rules, Climate Change

Some of the proposed rules that senators singled out concerned climate change AI use by investment advisors.

Embrace AI, Don’t Regulate It, SEC Commissioner Urges

Commissioner Mark Uyeda opposes a proposed SEC rule that he says would deter advisors from embracing the benefits of artificial intelligence.

‘Late Cycle’ Good for Healthcare Stocks, Says Morgan Stanley

Its strategists noted the S&P 500 health sector has underperformed but it has qualities that position it for growth.

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