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Fed Predictions for 2026: What Experts Say About the Possibility of Additional Rate Cuts
The Federal Open Market Committee recently held last meeting of year, which culminated in a third (and final) cut to the federal funds rate for 2025.
Ray Dalio is Latest Billionaire to Donate to Trump Accounts for Kids
Billionaire investor Ray Dalio is the latest business executive to pledge cash for President Donald Trump's investment accounts for kids.
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How Financial Advisers Can Be Ready for the Next Generation
Financial advisers who want to capture a share of the pending wealth transfer need to adapt their service models.
SEC charges Miami area advisor of $1.9m fraud that fueled lavish lifestyle
A Coral Gables-based RIA and its owner have had their assets frozen after the SEC accused them of raising almost $1.9m for a fraudulent scheme.
Measuring Success: The Advisor and the Firm
Historically, advisors have used a fairly standardized set of benchmarks and metrics. But there may be a new way.
SEC’s Expanded Definition of “Accredited Investor” and Related Amendments Creates New Opportunities for Investors and Issuers
On August 26th, the SEC changed the investment landscape as we know it by modestly relaxing the eligibility rules for investment in private offerings.