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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.

Vinnie Maliakkal managed $1.4 billion at Charles Schwab for 11 years before joining the AI-native wealth management platform as managing director and founding advisor.

According to the Justice Department, Jenni Yoon Jeong Lee posed as an advisor to the Korean community while spending the stolen money at casinos and paying back earlier investors.

Discounts are a genuine feature of secondaries returns, but they are not the whole story.

Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand name helps some advisors with the move to independence, according to industry players.

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CEO Paul McDowell also pointed to greater stability across the portfolio following several years of asset sales.

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CEO Darrell Crate says a growing preference for leased federal facilities and a robust courthouse and laboratory development pipeline position the company for sustained growth.