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To win business with clients children, advisors really have to try

It’s a prospect base advisors know well – clients’ children – one whose business is not easily earned, and many professionals don’t try.

Lisa kops wendelJohn mckennaDaniel goodmanNoah damskyWendel financial groupCerulli associatesHow the disability opportunity fundWendel financialGood better best financial planningChad holmesMarina wealthDisability opportunity fund

SEC ups enforcement actions, imposes second-highest penalties

The SEC took the most enforcement actions for violations of securities laws in four years during its latest fiscal year.

United statesGary genslerDivision of enforcementExchange commissionHow the disability opportunity fundTitan global capital managementDisability opportunity fund

CPI surprise boosts hopes Fed hiking cycle is over

Stocks climbed while bond yields sank as the CPI data showed a slowdown in inflation, bolstering hopes the Fed hiking cycle is over.

United statesThomas barkinEmmanuel sharefNeil duttaGeraldine sundstromGina bolvinCharles schwabErin browneFederal reserveNvidia corpBolvin wealth management groupAmerica corpHow the disability opportunity fundRichmond federal reserve bankRenaissance macro researchPacific investment management co

Is 50/30/20 the new 60/40?

With questions surrounding the validity of the classic portfolio consisting of 60% stocks and 40% bonds, many are looking for the new 60/40.

Brad mcmillanJeff schwaberRamin kamfarHow the disability opportunity fundBluerock capital marketsDisability opportunity fund

GWG bond debacle reveals limits in investor protection

The defunct Titan Securities shows how potentially dangerous products end up in the hands of investors, despite regulators' efforts at investor protection.

United statesAugust ioriaClint edgarBeneficient company groupExchange commissionHoldings incHow the disability opportunity fundTitan securitiesTexas state securities boardTexas securities commissionerRegulation best interestDisability opportunity fund

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