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News
Top Program Managers by Team Productivity
1+ day, 6+ hour ago (158+ words) Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to…...
Why young Americans aren't relying on homes to build wealth
1+ day, 2+ hour ago (1069+ words) With unaffordability on the rise, younger Americans are less frequently turning to homebuying as a primary way to build wealth and create economic stability. Low starter-home inventory and high costs are among the main drivers, as millennials and Generation Z…...
Tina Charles, CW Advisors team up on philanthropy efforts
1+ day, 4+ hour ago (665+ words) Before she was a gold medalist and WNBA legend, Tina Charles watched as her aunt quietly changed lives. Now in retirement, she is building on that legacy, and CW Advisors is helping her fund it. On Friday, CW Advisors announced…...
FP's July continuing education quiz open for financial advisors
1+ day, 13+ hour ago (204+ words) The self-guided, self-study quiz aims to test planners' general knowledge of financial planning and is based on information in FP's recent reporting. The July edition incorporates these six articles: Those who review this cohort of articles will learn about topics…...
Raymond James on track to top advisor recruiting record, CEO says
2+ day, 2+ hour ago (667+ words) Raymond James touted strong quarterly results and robust recruitment momentum during its most recent earnings call. On Wednesday, Raymond James reported that it ended its fiscal third quarter, or April through June, with a record $1.86 trillion in assets under administration…...
When a long-short strategy is right for a client
2+ day, 5+ hour ago (941+ words) Advisors are increasingly turning to tax-aware long-short strategies to help clients diversify concentrated stock positions without immediately realizing large capital gains bills, as investor demand has helped drive more than $150 billion into the strategy, according to industry estimates. Deferring capital…...
How SEC's e-delivery rule could cut paperwork, costs for advisors
3+ day, 2+ hour ago (481+ words) Document delivery between financial firms and the SEC might be upgraded to what some in the industry consider an overdue tech upgrade. If adopted, the regulation expands how electronic delivery users can meet requirements to deliver required information under federal…...
How trash talk could help student-athletes build financial muscle
3+ day, 5+ hour ago (559+ words) A former college and professional football player who is now a veteran financial advisor has created a league for athletes to compete against each other in the field of finance. "A lot of the knowledge is very similar to sports…...
3 ways to stress-test alternative investments before a market downturn
3+ day, 12+ hour ago (553+ words) Whether it's private credit, private real estate, private equity or infrastructure, not all alternative investments provide meaningful diversification in a client's portfolio. Indeed, in a market downturn many such products can behave similarly to stocks and bonds. That matters in…...
Why advisors are closely watching Dimensional's next move
5+ day, 3+ hour ago (1126+ words) The close ties between the pioneering low-cost factor investing firm Dimensional Fund Advisors and thousands of planners date back 37 years, according to co-founder and chair David Booth. That history helps explain why reports that the $1.1 trillion asset manager may be…...