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BAM Intelligence

From Divorce Issues to Shoe Spending, Financial Advisers are Hearing it All

From number crunchers to relationship builders, the role of wealth manager has transformed over the last 20 years. Read more

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Is Company Size Irrelevant?

On paper, there is abundant evidence that various return premia have been larger in small-cap stocks compared to large-cap stocks. Table 1, for example, shows the value premium in U.S. and international developed large-cap and small-cap stocks going back as… Read more

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Introducing the MoneyZen Podcast with Manisha Thakor

MoneyZen podcast creator Manisha Thakor chats about what inspired her new project, and the power of storytelling: Read more

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When Financial Talk Turns Personal

When financial talk turns personal. Carl Richards on dealing with comments about your money decisions. Read more

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Share Class and Legal Risk in Retirement Plans

Share class matters in retirement plans. Joe Goldberg on recent litigation and the value of a fiduciary advisor: Read more

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