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Semiliquid Funds Close In on $600 Billion as Investors Pile into Private Markets

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A new report from Morningstar found that the drivers of investor interest have shifted noticeably over the past year.

2 min read
Advisor Upside

New AI Fraud Schemes Are Pushing Losses to Record Highs

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Nearly two thirds of Americans have encountered fraud or know someone who has in the past three years, according to the CFP Board.

2 min read
Consumer

Coca-Cola Shakes Up $20 Billion Tax Dispute

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The Big Four accounting firms (minus Coke’s auditor EY) submitted briefs supporting Coca-Cola, which seems confident of a win.

1 min read
Media & Entertainment

‘Toy Story 5’ Box Office Haul Highlights Hollywood’s Hot Streak

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The domestic box office has pulled in nearly $4.5 billion so far this year, the highest mark for the period since 2019, according to Rentrak.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Anthropic Moves Deeper into Financial Services with Claude for Advisors

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2 min read
PEPs Are Popping Seven Years After Secure Act Passage

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2 min read
Shopping for Value? Malls Now Rank as Hottest Commercial Real Estate

Photo by Krisztina Papp via Unsplash

1 min read

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