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Bitcoin’s Underperformance Fuels “Endgame” Fears Amid Gold’s Record Run
Gold soared above $4,400 per ounce on December 22, marking a new all-time high. Meanwhile, Bitcoin (BTC) is now sitting 29.5% below its record high.
Bullish Equity Analyst Consensus Is A Worry For Some Investors
Wall Street equity forecasters are famously bullish, but their current level of optimism for 2026 is cause for worry among some market watchers.
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3rd Quarter RIA M&A Deals Rebound, Hit Record Level
After a brief slowdown in the second quarter, wealth management M&A activity has returned to an all-time high level.
Comparing the DOL Proposal to the Broker-Dealer and RIA Standards of Conduct
Comparing standards of conduct between broker-dealers under Reg BI, RIAs under the SEC, and DOL's proposed prohibited transaction exemption.
Financial Advisors: Delight Your Clients With These 10 Service Strategies
Clients of a financial advisor or firm definitely appreciate seeing their portfolios grow, but there’s more to good service.