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Author: admin

Modern Wealth Acquires Kaye Capital Management, Surpasses $8.5 Billion in AUM

July 9, 2025
Posted By: admin

Modern Wealth bolsters its corporate retirement planning capabilities and establishes a third office in California with its 17th acquisition to date …

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Investing Ideas Daily Newsletter for July 9, 2025

July 9, 2025
Posted By: admin

Which Stocks Have Cyclical Price Patterns? Let’s get right to it! In this edition, we spotlight stocks that historically have risen by at least

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Retirement board finalizes new rule on how debt is calculated for some TSP loans

July 9, 2025
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The Federal Retirement Thrift Investment Board will put into effect a final rule recalculating how federal employees repay accrued interest on reamortized loans from

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A Crash Course In Your Retirement Plan’s ‘Financial Genetics’

July 9, 2025
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Portfolios have building blocks that determine whether family capital survives market shocks, tax‑code changes and generational handoffs.

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No succession plan? Your clients will not be impressed with that

July 9, 2025July 9, 2025
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The IPC survey found that 91% of clients say its important that their advisor has a clear succession plan for when they stop working.

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The Oasis Group Releases Research Report Analyzing Wealth Platforms

July 9, 2025
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The Oasis Group, a leading consultancy for the wealth management industry, recently released a new research report on Wealth Platforms serving the wealth management

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Stock Market Today: Dow Futures Waver; Trump Readies More Tariff Letters

July 9, 2025
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Trump’s tariffs and the fast-moving trade war continue to affect global markets. Follow along for live updates on the Dow, S&P 500 and Nasdaq.

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The Buffett Indicator Is at Its Highest Level Ever. History Shows Investors Should Brace Themselves for What the Stock Market Might Do Next.

July 9, 2025
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With the Buffett indicator and the price-to-earnings ratio, a lower number reflects a more attractive valuation. Buffett hinted at an ideal range for his

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History Says the Stock Market Is About to Soar: 2 Magnificent AI Stocks to Buy Now, According to Wall Street

July 9, 2025July 9, 2025
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History says the S&P 500 could advance 26% in the next year, and most Wall Street analysts see The Trade Desk and Okta as

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Franklin launches India Multi Asset Allocation Fund; check key details here

July 9, 2025
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Franklin Indian Multi Asset Allocation Fund will aim to generate long-term capital appreciation by investing in equities with a blend of growth and value

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