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Marketing Info

No one really understands real interest rates

(Bloomberg Opinion) — When I’m trying to understand the macroeconomy, I often find myself turning to one of my favorite…

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CI Financial acquires Eaton Vance Assets from Morgan Stanley

Canadian wealth management firm CI Financial, one of the industry’s most formidable RIA acquirers, said it would buy a portion…

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Wealthstack podcast: Rick Edelman on advisors’ ‘crypto knowledge gap’

Are investors leaving advisors behind in their understanding of cryptocurrencies and digital assets? Sixteen percent of advisors say they recommend…

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Biden’s 2023 Green Book: The Billionaire Tax

On March 28, the Biden administration issued its second set of proposals to raise the desired revenue. General explanation of…

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Biden’s 2023 Green Book Part 2: HNW Planning Techniques

On March 28, the Biden administration issued its second set of proposals to raise the desired revenue. General explanation of…

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Biden 2023 Green Book Part 3: Trust and Estate Administration

On March 28, the Biden administration issued its second set of proposals to raise the desired revenue. General explanation of…

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Chinese developer Oceanwide is moving out of NYC, Hawaii to focus on LA

(Bloomberg)-developer China Oceanwide Holdings Ltd. The company is trying to generate cash by selling properties in New York and Hawaii…

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Mindy Diamond on Freedom: From Musician to Mentor

Picture this: A 23-year-old with a college degree in music, earned while singing with the Cash Family, decides to leave…

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The 20 Most Actively Traded ETFs in the Last Month

These funds saw the most action in the last 30 days.

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Defense CEO Will Set Its Disruptive Tech ETF Apart from ARK

(Bloomberg) — Avoiding the shadows of Kathy Wood and ARK Investment Management is hard enough in the thematic-fund business. Imagine…

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