- Donald A. Steinbrugge, CFA
Top 10 Trends in the Hedge Fund Industry for 2021
Top Hedge Fund Industry Trends for 2021
- Amy Armstrong
Schwab-Ameritrade Merger Creates Discount Trading Giant
As anticipated, the Charles Schwab and TD Ameritrade merger completed early in November 2020 – or at least the paperwork and the regulatory nod making
Driven by strong growth in whole life and term products, total individual life insurance new annualized premium increased 2% and the number of policies sold jumped
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Jan 04, 12:18 pm
Top 10 Trends in the Hedge Fund Industry for 2021
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Dec 06, 08:47 am
Schwab-Ameritrade Merger Creates Discount Trading Giant
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Nov 23, 14:51 pm
Individual Life Insurance Premium Rebounds in the Third Quarter
Continued market volatility and general uncertainty prompted investors to seek protection.
- Advisors Staff
Warning to Retail Investors
Many investment decisions made by retail investors during the pandemic have been for ‘emotional comfort’ and will cost them dearly
- Bob Kaye CFS®, CLU®
Why You Should Know The ABCs Of Investing Before You Start
Financial literacy in America has long been lacking, spanning the generations. It’s well-documented the problem begins with a lack of education on personal finance in youth and
Do retail investors move markets? Did an influx of funds from retail investors drive the recent stock market rebound?
While the debate continues over how big a role private investment played in the recovery, San Francisco-based lender Stilt, Inc., has added its own analysis indicating a direct correlation between investments through the Robinhood app and the spring 2020 rebound of the S&P 500.
- Donald A. Steinbrugge, CFA
Hedge Fund’s Mid-Year Trends and Strategies Currently In Demand
The hedge fund industry is dynamic, comprising numerous strategies that attract varying degrees of interest over time. Demand for each strategy is impacted by many
Broker dealers pivot quickly to protection-based solutions
Total annuity sales were $48.6 billion in the second quarter, down 24% from second quarter 2019, according to final results from the Secure Retirement Institute® (SRI®) U.S. Individual Annuity Sales Survey.
“The global pandemic presented unique challenges to annuity distribution in the second quarter. Aside from the economic impact, social distancing
At least nine million American children less than 18 years of age have some sort of “special need” or disability, according to the National Survey of Children with Special
On Aug. 14, 1935, President Franklin D. Roosevelt signed the Social Security Act into law. Among the provisions of the law was a social insurance program designed to pay retired
- Bobby L. Hickman
Proactive Outreach Strengthens Customer Ties
Financial Advisors Step Up Communication During Tough Times
With external factors shutting down many of our daily habits and altering our professional lives, we naturally seek guidance to navigate the unknown. Information is coming in from all
Billionaires See Net Worth Skyrocket $584 Billion or 20% Since Beginning of Pandemic. In Just 3 Months U.S. Added 29 More Billionaires While 45.5 Million Filed for Unemployment.
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