Private equity players are scaling up data center holdings, Morningstar reports. ETF.com takes a look at why small-cap stocks are better. These are among the must-read investments for financial advisors this week. Source link
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Strongpoint Partners, a retirement services platform serving small and medium-sized businesses with integrated outsourced administration, actuarial, recordkeeping, payroll and human resources (HR) solutions, announced a new partnership with Des Moines, Iowa-based The Finway Group. Led by Steve Finnegan, Finway is a national retirement services company with presence in 43 states and acts as a Pooled […]
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Paper savings bonds are still sitting in drawers, safes and vaults across America, and cashing one in 2026 is a little harder than it used to be. Savings bonds are now sold almost exclusively electronically through TreasuryDirect. The last way to get a new paper bond – tax time paper I bond program – ended […]
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A Betterment client is suing the firm, alleging that advisors diverted their clients’ excess funds to banks and into zero-interest-bearing bank accounts, causing investors to “lose substantial interest they would otherwise have earned.” Michael Treadway, a New Jersey resident, has filed a class action lawsuit in New York federal court claiming to be a Betterment […]
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Nelnet quietly revised hers End of SAVE plan FAQ to shorten its reporting period: any 90 day notice from the servicer will now disappear by the end of 2026. The FAQ previously said the notices would be delivered between July 2026 and March 2027, a window Nelnet has now reduced by three months. The updated […]
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(Photo by Andrew Harnik/Getty Images) Ed. note: Welcome to our daily feature, Quote of the day. What struck me is that there is still no evidence that the election result is incorrect. There were no documents yet, no evidence yet, although we will see what is produced. – Ben Ginsberga retired partner at Patton Boggs […]
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Mariner, the Overland Park, Kan. The US-based national registered investment advisor, which manages more than $630 billion in client assets, has entered into a five-year partnership with technology provider Humanity Labs to grow its artificial intelligence workforce, representing more than 700 full-time equivalents. Founder and CEO of Humanity Labs Andre Pop He describes his company […]
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US Secretary of State Marco Rubio announced a new one on Thursday visa restriction policy barring foreign nationals associated with what the administration describes as “far-left terrorist” organizations from entering the US. The policy targets foreign nationals who have been involved in or have materially supported acts of terrorism, violent crime, economic sabotage, or assisted […]
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Caprock, Boise, Idaho-based $16 billion Multifamily office registered investment advisorIt announced Tuesday that it has acquired Venturi Private Wealth, an Austin-based wealth manager with nearly $4 billion in assets under management. The transaction brings about 30 employees to Caprock, including 10 consultants, and expands the company’s footprint in Austin and Oklahoma City, where Venturi is […]
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(Image via Getty) Remember when Trump is back at nine capitulating Biglaw firms who sold the rule of law to escape him vindictive, constitutionally questionable executive orders? Yeah, well, now we have more details on what’s behind this decision. Quick recap for anyone just catching up: The DOJ hit nine third-party firms with subpoenas seeking […]
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