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Stocks slide deepens, with Dow off almost 600 points
INVESTING EQUITIES OCT 10, 2018
Stocks slide deepens, with Dow off almost 600 points

Rising interest rates and renewed fears of trade war hit markets.

Traders say bad day on Wall Street not a reason to panic
INVESTING EQUITIES OCT 10, 2018
Traders say bad day on Wall Street not a reason to panic

Given the extent of the stock market's gains, the sell-off was 'slightly overdue'

eMoney introduces mass-market planning tool for advisers
YOUR PRACTICE FINTECH OCT 09, 2018
eMoney introduces mass-market planning tool for advisers

Foundational Planning will be rolled out in January to help advisers create plans for clients with less complex financial needs.

Investment firm co-founded by Al Gore involved in $2.2M fintech deal
NEWS INDUSTRY NEWS OCT 09, 2018
Investment firm co-founded by Al Gore involved in $2.2M fintech deal

Generation Investment Management, Canadian pension fund team up to acquire control of wealth-management services provider FNZ.

YOUR PRACTICE FINTECH OCT 08, 2018
Morgan Stanley rolls out tech-friendly offices for brokers, bankers

Wealth management unit to use machine learning to help with trade recommendations for clients.

More older women in America working past age 55
RETIREMENT RETIREMENT PLANNING OCT 08, 2018
More older women in America working past age 55

AARP study finds that Americans are split on why they continue to work.

Municipal bond slide may scare away key buyers
INVESTING FIXED INCOME OCT 08, 2018
Municipal bond slide may scare away key buyers

In past downturns, individual investors have pulled money out of munis in droves

Super-rich are piling up wealth in black-box charities
RETIREMENT RETIREMENT PLANNING OCT 04, 2018
Super-rich are piling up wealth in black-box charities

Money flowing into donor-advised funds far outstrips grants being made from the funds.

Treasury sell-off enters second day
INVESTING FIXED INCOME OCT 04, 2018
Treasury sell-off enters second day

10-year note yield moves above 3.20% for the first time since 2011.

Super-rich are piling up wealth in black-box charities
RETIREMENT TAX OCT 03, 2018
Super-rich are piling up wealth in black-box charities

Money flowing into donor-advised funds far outstrips grants being made from the funds.