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SMART INVESTOR: Here's The Most Common Pit Fall Of Casual Investors

Front load or back load fees, for example, are like cutting a check to your broker for 5 percent fo…

Mandi Woodruff   


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3 mins read

'Audit the Fed' was blocked in the Senate

Martin Fridson, a money manager at Lehmann, Livian, Fridson Advisors LLC, told Bloomberg, junk bond…

Jonathan Garber   


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Wall Street is in a 'robo-up or get left behind' world

Financial Guard is an online wealth management platform that offers clients customized investment a…

Tina Wadhwa   


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MORGAN STANLEY: Only a 'handful' of robo-advice startups will survive

But while robo pioneers Betterment, Wealthfront and Nutmeg have been growing at a fast clip, it's a…

Frank Chaparro   


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There's a big misunderstanding about technology's impact on Wall Street

This collaboration is already happening, with large incumbent banks partnering or acquiring startup…

Tina Wadhwa   


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1 min read

Robo-Advisers Now Manage 21% More Money Than They Did 5 Months Ago

"The continued growth of the newcomers and the recent actions of the major players prove that onlin…

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16 million people are trapped in a 'financial advice gap' - robo-advisors could be the answer

This will ensure that consumers can access financial advice at a key milestone in their lives and f…

Matthew Nitch Smith   


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The lowest-paid American workers aren't as well set up for retirement as their better-paid counterparts

"Since voluntary savings plans led by 401(k)s have largely replaced traditional pensions, it's prob…

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3 mins read

These 7 behaviors might predict someone's future wealth

"If the dollar stabilizes at current levels - which is consistent with our view - by the end of 201…

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5 Smart Insights For Financial Advisors

"According to our analysis, during periods of double-digit S&P 500 earnings growth, value outpe…

Mamta Badkar   


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1 min read

Robo-Advisors Now Manage Over 36% More Money Than They Did 3 Months Ago

Easterbrook highlights the fact that some of the firms are now shifting from a free service meant t…

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2 mins read

Charles Barkley trusts his financial advisor with his life

John Mauldin writes, "It is a fairly well-defined trend. The actuarial accountants whose responsibi…

Jonathan Garber   


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Financial Advisors Need To Ask Their High-Net-Worth Clients About Their Deadbeat Relatives

Gold prices are falling again and Societe Generale's analysts who have been bearish on gold have sa…

Mamta Badkar   


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Wirehouses Are Pushing For A Regulation That Would Prevent Poaching

Simon Roy: Anything that increases fee and compensation transparency on behalf of clients is of val…

Mamta Badkar   


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The Main Take-Away For Advisors From The Historic Fed Decision

After the Fed's decision to delay a taper of it's asset purchase program, Bill Fleckenstein, Presid…

Mamta Badkar