| By Tobias Salinger 5 min read | More than 60% of registered investment advisory firms force complaints into forums that cost more and may give them fewer rights than FINRA, the regulator said. Read story → |
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| | | By Alexandre Tanzi, Michael Sasso 8 min read | Six southern states — Florida, Texas, Georgia, the Carolinas and Tennessee — are contributing more to the national GDP than the Northeast. Read story → |
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| | | By Victoria Zhuang | Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year. Read story → |
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| | | By Justin L. Mack 6 min read | New research explores the potential for generative AI to serve as a strong support system for wealth management clients. Read story → |
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| Unemployment remains at a low rate in the U.S., with figures from the Bureau of Labor Statistics (BLS) indicating that at the end of May 2023, the rate was just 3.7%. Read more → |
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| | | By Dan Shaw | Among the respondents who work with financial planners, about 7 out of 10 said they have high hopes for 2023. For those without planners, the figure fell to 42%. Read story → |
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| | RESOURCES | | | WEB SEMINAR | | Thursday, July 27, 2023 2:00 PM EDT | After holding at its last meeting, the Federal Open Market Committee may decide to raise rates again in July. Learn More → | | | WHITEPAPER | | | Start Scaling Your Tech Stack. Learn More! Download Now → | SPONSOR CONTENT FROM Orion | | | WHITEPAPER | | Tuesday, May 9, 2023 12:00 PM EDT | How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry. Download Now → | | | REPORT | | Thursday, June 1, 2023 1:30 PM EDT | Ellevest CEO and co-founder Sallie Krawcheck joins Chana Schoenberger, editor-in-chief of American Banker, to discuss how the investing world is changing and how women in banking and finance can succeed. Learn More → | More resources → |
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