Financial Articles

Most recent stories in Financial Articles

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  VettaFi | Advisor Perspectives

  

  1 hour ago

  The Secret Lives of Advisors

  advisorperspectives.com - Beverly Flaxington

  Don’t assume because you are a certain way that others behave in similar ways. We all reveal ourselves in a variety of small ways every day. Watch. …

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  VettaFi | Advisor Perspectives

  

  1 hour ago

  Aligning Values With Money Isn’t Your Job

  advisorperspectives.com - Dan Solin

  Aligning a client’s values with their financial decisions is often touted as a best practice for financial advisors. It’s time to reexamine that …

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  VettaFi | Advisor Perspectives

  

  1 hour ago

  Risk Tolerance Questionnaires: Useful or Pointless?

  advisorperspectives.com - Suzanne Highet

  A client recently refused to complete my risk tolerance questionnaire. After looking through our instrument, with its fairly standard hypotheticals …

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  VettaFi | Advisor Perspectives

  2 hours ago

  Dalio Downplays Next Fed Move as Investors Flag China Risks

  advisorperspectives.com - Team

  The size of the Federal Reserve’s interest rate cut this week won’t be a game changer for global investors, though risks from China’s slowdown …

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  VettaFi | Advisor Perspectives

  

  2 hours ago

  Junk Bond Investors Are Getting Ahead of ‘Rate Cutting Party’

  advisorperspectives.com - Caleb Mutua, Emma Sanchez

  The Federal Reserve’s looming rate cuts are fueling a rally in the riskiest corner of the US corporate bond market, but some investors are concerned …

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  VettaFi | Advisor Perspectives

  

  3 hours ago

  SEC Poised to Vote on Overhaul of Stock Pricing, Exchange Fees

  advisorperspectives.com - Lydia Beyoud, Katherine Doherty

  The price increments at which thousands of stocks and ETFs are quoted look set for an overhaul Wednesday, when the US Securities and Exchange …