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Alts do well in 2022. Well, some Alts

Recently, we wrote in praise of the commodities — that is, a longer broad-based futures portfolio — as the best…

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Franklin Templeton CEO Jenny Johnson Loves Rollerblading, Pickleball

(Bloomberg Markets) — Jenny Johnson, chief executive officer of Franklin Templeton, is expanding the 75-year-old investment company into areas including…

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How to Avoid an IRS Audit

(Bloomberg) — Americans who put their 2021 taxes on hold have less than a week to file a return or…

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Greentree Management Wet Tech-Private with CICC Capital

(Bloomberg) — Management of Greentree Hospitality Group Ltd. According to people familiar with the matter, the New York-listed Chinese hotel…

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Startup Benjamin secures funding for season 4 of Scratchworks

Fintech startup Benjamin announced a successful funding pitch at the annual Scratchworks Fintech Accelerator Competition. Benjamin describes itself as the…

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Behavioral finance is the future of fintech

sponsored by As our industry changes, financial advisors are called upon to act as behavioral trainers, guiding more than just…

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Am I making the most of my life?

Two qualities unique to the human race can either drive us to reach our full potential or drive us into…

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Many employees miss coworkers, work-life separation

physical concern However, a third (33 percent) of actual workplaces are concerned about the increased time and cost of commuting.…

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Mindy Diamond on Independence: Next Gen shares her playbook for growth

We’ve talked to several multi-generational wealth management teams on this series, and while each has a unique story to share,…

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Global real estate fund market slows but pick-up expected

North America led the way in the first three months of the year, securing 72% of the number of funds…

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