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Improvements in SMA tech have more advisors getting on board

A new survey shows investors are big fans of separately managed accounts. But what do advisors think of SMAs and SMA technology?

Scott-bishop , Aron-kershner , Chris-mankoff , Goldman-sachs , Presidio-wealth-planners , Assetmark-financial , Model-wealth ,

Money market funds are paying above 5%. What to know before ditching your savings account

Money market funds are now paying above 5%. Here’s what to know before transferring cash from a savings account.

Naperville , Illinois , United-states , Florida , Pennsylvania , Christopher-lyman , Randy-bruns , Investment-company-institute , Exchange-commission , Silicon-valley-bank , Federal-reserve , Deposit-insurance-corporation

Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors are favoring ETFs over mutual funds, along with growth stocks and more conservative bonds, Fidelity research shows.

Paul-ma , Kevin-brady , Randy-burns , Tim-holsworth , Seth-mullikin , Paul-schatz , Fidelity-investments , Portfolio-construction , Fidelity-institutional , Model-wealth , Lattice-financial , Heritage-capital

Relative age can influence mutual fund manager returns

Relative age can influence mutual fund manager returns
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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Five Pandemic Practice Changes with Staying Power

Numerous advisor innovations have become permanent; it's not just Zoom and hybrid work.

Randy-bruns , Lorrie-walker , Alex-offerman , Jeff-fishman , Sam-sekine , Sonia-jenkins , Raymond-james-financial , Owens-estate-wealth-strategies-group , Linkedin , Allen-company-in-lakeland , Disney , Model-wealth

79% of Women Investors Are Confident They'll Achieve Their Retirement Goals, Survey Finds

For women who lack confidence about their investing ability, there are ways to change that.

California , United-states , Illinois , Naperville , Randy-bruns , Callie-cox , Cathy-curtis , Fidelity-investments , Bonds , Personal-finance , Curtis-financial-planning , Model-wealth

Stock market pullback puts spotlight on Roth conversions

With equity markets lower, advisers should turn clients’ attention toward the upside of Roth conversions during a down market cycle.

David-demming , Rose-swanger , Dennis-nolte , Zachary-bachner , Scott-bishop , Randy-burns , Bradley-lineberger , Demming-financial-services , Seacoast-investment-services , Secure-act , Demming-financial , Nasdaq-composite-index