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NY audit backs funding of undercounted nursing-home deaths

(Bloomberg) — The New York Department of Health reduced the number of nursing-home deaths by 50% during certain periods of…

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Michael Price, who saw value in companies’ struggles, dies at 70

(Bloomberg) — Michael F. Price, a noted value investor known for his emphasis on change in underperforming companies, has passed…

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Pressure mounts on DOL for fiduciary rule update

A diverse coalition of organizations is urging the Labor Department to update its fiduciary rule and comply with expected changes…

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How Charitable Planning Helps Retain Customers

There have been several articles in recent years about the number of heirs and spouses who changed financial advisors and…

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Controlling Inflation With Oil ETFs

Feeling whipped? Well, if you tried to cleverly use the oil market as an inflation hedge, you could very well…

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Carbon credits offer unique opportunities for investors: CPP Investments

Carbon credits are either purchased by companies or issued free of charge by governments and allow firms to generate emissions…

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Healthy Advisor: Finding Balance with Dr. Travis Parry

Dr. Travis Parry started his career as a financial advisor. But when Parry was just 26 years old, his father…

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Canadians end up having a higher standard of living than Australians

But the Fraser Institute study found that from 2009-2019, Australians’ standard of living surpassed Canadians by more than $1,718 on…

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401(k) Real Talk Episode 8: March 16, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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Digital payments shift creates fee headaches for small businesses

During the pandemic, small businesses have adjusted to the payment methods they respect. Debit and credit cards are currently accepted…

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