1. Featured Articles

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    1. Giving in the Last Third of Life

      Giving in the Last Third of Life

      Today, the U.S. population includes nearly 50 million adults over the age of 65. Members of this demographic control substantially greater assets and net worth than any younger generation. According to the Federal Reserve, the average net worth for Americans ages 65-74 is $1.066 million. The median net worth is $224,000. The U.S. Census Bureau estimates that by 2060, the population over 65 will nearly double to 98.2 million.

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    2. This is the No. 1 state for retirees — and it’s not Florida

      This is the No. 1 state for retirees — and it’s not Florida

      It’s the land of enchantment — for retirees.

      Data released by United Van Lines — which tracked customers’ state-to-state migration patterns in 2018 — found that New Mexico was the No. 1 state where retirees moved. More than four in 10 (43%) moves to New Mexico were related to retirement, the moving company found, and nearly six in 10 people who moved to the state were between the ages of 55 and 74. This was the first time New Mexico landed in the No. 1 spot.

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    3. HBR Presents: Exponential View

      HBR Presents: Exponential View

      On the Exponential View podcast, host Azeem Azhar looks at the biggest technology issues facing society today — and in the future. In this episode he speaks to an expert who argues that we need stronger ethical and professional standards for the people creating AI.

      Exponential View is part of HBR Presents, a new network of business podcasts curated by HBR editors. Subscribe to this show on Apple Podcasts, Google Podcasts, Stitcher, or wherever you get your podcasts.

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    4. FinCEN Penalizes Peer-to-Peer Virtual Currency Exchanger for Violations of Anti-Money Laundering Laws | FinCEN.gov

      WASHINGTON—The Financial Crimes Enforcement Network (FinCEN) has assessed a civil money penalty against Eric Powers for willfully violating the Bank Secrecy Act’s (BSA) registration, program, and reporting requirements.  Mr. Powers failed to register as a money services business (MSB), had no written policies or procedures for ensuring compliance with the BSA, and failed to report suspicious transactions and currency transactions.

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    5. The US is Following Rest of World into Slower Growth Mode

      The US is Following Rest of World into Slower Growth Mode

      By Nottingham Advisors The 35-day US government shutdown that ended on January 25th skewed much of the economic data that came out in February. That being said, the consensus seems to be that the US is following the rest of the world into a slower growth mode. Fourth quarter GDP was released on February 28th and [...]

      The post The US is Following Rest of World into Slower Growth Mode appeared first on ETF Trends.

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    6. Why aren’t Americans saving? They just haven’t gotten around to it, survey shows

      Why aren’t Americans saving? They just haven’t gotten around to it, survey shows

      The economy may be improving, but apparently that doesn’t mean Americans are saving.

      Some 21% of working Americans say they aren’t saving any money at all, according to a new survey from the personal-finance website Bankrate. The company surveyed 1,000 people between Feb. 26 and March 3.

      Some 48% said they are saving some money, but no more than 10% of their income.

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    7. Why everybody’s face is still buried in their phones, in one eye-opening chart

      Why everybody’s face is still buried in their phones, in one eye-opening chart

      Apple released its long-awaited suite of Screen Time tools last year as part of a broader push in Silicon Valley to address growing concerns about how personal devices are engineered to be addictive.

      “I think it’s become clear to all of us that some of us are spending too much time on our devices, and we’ve tried to think through pretty deeply about how we can help that,” Apple AAPL, +1.12%  CEO Tim Cook said last June. “Honestly, we’ve never wanted people to overuse our products.’

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    8. College Scandal Mastermind Says He Worked with Wealth Firms

      College Scandal Mastermind Says He Worked with Wealth Firms

      Morgan Stanley and UBS are among the firms that the mastermind of the college admissions scandal used to source wealthy clients, according to his firm’s website and social network postings.

      William “Rick” Singer, who pled guilty on Tuesday to receiving about $25 million to help children of the very rich get admitted to colleges through bribes and test-cheating, said his “life coaching and college counseling” firm’s core business, The Key, hooked up with wealth management firms to find prospects.

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    9. How Brexit Has Affected U.K. Stocks, ETFs

      How Brexit Has Affected U.K. Stocks, ETFs

      While United Kingdom stocks rebounded Wednesday after the no-deal vote, the country-related ETFs remain depressed with lingering concerns weighing on the market. The iShares MSCI United Kingdom ETF (NYSEArca: EWU), the largest U.K.-related ETF, was up 1.2% Wednesday and gained 10.8% year-to-date. Nevertheless, the big unknown with just over two weeks until a deadline for [...]

      The post How Brexit Has Affected U.K. Stocks, ETFs appeared first on ETF Trends.

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    10. International Women’s Day, ESG and How We All Benefit From Gender Diversity

      International Women’s Day, ESG and How We All Benefit From Gender Diversity

      Imagine trying to live without balance. It would be nearly impossible to do some of the most basic tasks such as carrying a glass full of water or even walking. We recognize that balance is a key, if often overlooked, aspect of life and we’d argue the same can be said about gender balance in [...]

      The post International Women’s Day, ESG and How We All Benefit From Gender Diversity appeared first on ETF Trends.

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    11. The most likely cause of financial ruin — and few prepare for it

      Clients are advised to have considerable savings for their future health care expenses, as most bankruptcies are caused by staggering medical costs, according to this article on MarketWatch. Even middle-class households who have health insurance are at risk, as a researcher points out that they are the ones who filed for the most bankruptcies.

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    12. Consumers May Have ‘Blind Spot’ When It Comes to Retirement Fraud

      Consumers May Have ‘Blind Spot’ When It Comes to Retirement Fraud

      Consumers tend to worry about “high-touch” products, such as credit cards and bank accounts, more than they worry about long-term savings accounts, such as their workplace retirement plans and IRAs, a new study warns.

      Nearly 80% of American consumers are concerned about financial fraud, according to a LIMRA Secure Retirement Institute study, “Financial Fraud and Retirement Accounts: An Opportunity to Engage, Educate and Build Trust.” And even though a quarter report they have been a victim of financial fraud, the levels of concern vary significantly across the different types of financial products.

      Concern about credit card fraud was found to ...

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    13. Financial adviser stole ‘at least $65 million’ in 10-year crime spree, feds allege

      Financial adviser stole ‘at least $65 million’ in 10-year crime spree, feds allege

      Twelve years ago, Chicago banking tycoon Roger Weston sold his family bank and retired, at age 64, with a fortune of more than $200 million. He placed it in trust and moved to Naples, Fla.

      He probably had no idea what was going to happen next.

      According to federal charges filed this month by the U.S. attorney’s office in the Northern District of Illinois, Weston’s financial manager and long-standing accountant Sultan Issa allegedly used the money to go on an extraordinary 10-year crime spree, forging documents and stealing money. He may have plundered over $100 million from ...

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    14. UBS Forming Business to Service Independent Advisors

      UBS Forming Business to Service Independent Advisors

      UBS is setting up a business to sell products and services through independent advisors in the U.S., the second big traditional brokerage firm to see opportunity—or at least expedience—in servicing the burgeoning independent channel.

      Joseph P. Connellan, a managing director who joined the Swiss banking giant’s wealth arm last month after 31 years at Citigroup, is listed as head of Wealth Management USA Independent Advisor Channel in a firm directory, according to UBS sources.

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    15. Zero-fee funds cast Fidelity-sized cloud over passive issuers

      There’s a Fidelity-sized cloud hanging over asset managers gathering at the marquee event for ETFs this week.

      After the $2.6 trillion Boston-based behemoth started selling mutual funds without an annual management charge last year, fees — and how to get them — have loomed over the industry. The annual “Inside ETFs” conference in Hollywood, Florida is no exception.

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