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A surprisingly egalitarian geographical distribution book-ended by Virginias.

The aim shouldn’t be to attain a certain level of wealth by a specific date, but to assure yourself of a steady level of income throughout your retirement.

The deal for the $416 billion asset manager is valued at $2.8 billion.

The AI platform helps clients catalog valuables like jewelry and watches, creating tamper-proof records of heirlooms with pricing data for 170,000 items.

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CEO Zach Vaughan says REIT is looking to concentrate assets in fewer geographies.

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CFO Dave Bragg says apartments are more attractive than they have ever been relative to home ownership over the past 25 years or so.

The founder and CIO of SGH Wealth Management talks about market timing, the role of psychology in investing and the best times to get alpha.

Emotional intelligence expert James Woodfall explains why authentic human connection may be the one thing technology can’t replicate.

Private equity plays an important part in the economy. That doesn't mean it should touch retail investors' portfolios.

Follow the money.

The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.

Wells Fargo gets another win for its FiNet division even as it continues to speak with RIAs about a new fee-only RIA channel slated to come next year.

It’s a love story, baby, just say yes to the prenup.

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CEO Michael Weil discusses how disciplined underwriting, investment-grade tenants, and long-term leases are positioning the REIT to capitalize on evolving market opportunities.

Helping families understand the tradeoffs.

It’s the most overlooked high-impact charitable resource.

Also, Kestra names two new business development leads as part of an expansion push, private markets operator Allocate hires former consultant Matt Dunn as chief revenue officer, and Diversified Trust continues with succession plan promotions.

Open, honest and candid discussion about June jobs numbers, Hub's IPO, tech as a differentiator for record keepers, why Empower bought Milliman and more.

Elevation Point CEO Jim Dickson discusses how financial advisors should approach AI and the necessary steps to successful implementation.

The deal marks the latest in a string of acquisitions for the firm since Jason Van de Loo became chief executive last summer.