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Dwight Freeney accuses the firm and adviser Michael Bock of leading him into a massive scam. (Plus: 7 athletes who say they were duped by advisers)
Since the financial crisis, passive investments have become the go-to choice for droves of people who have bought into the argument that beating the market is impossible. Nonetheless, active managers still manage billions of dollars and continue to pitch their value. This year, with equities...
Many advisers and their clients tend to underestimate the impact that the looming changes in interest rates can have on the values of different companies and ultimately the performance of their stocks. Not all companies are created equal, however, and advisers are often overlooking some fundamental ...
Faced with low yields, financial advisers have broadened allocations into a wide range of both equity and fixed income sectors. But will this shift toward greater risk and reward endure as the Fed and US economy normalize, or will investors return to a traditional and more conservative view of the...
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