23 best-performing stocks of August, as the software industry continues its recovery
The energy and technology sectors did well in August, while Moderna’s stock was the best performer by a wide margin.
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What to Do When Your Health Insurer Says ‘No’
Miranda Yaver is an assistant professor of health policy and management at the University of Pittsburgh and author of Coverage Denied. Here, she speaks with Kiplinger Personal Finance Magazine about why coverage gets denied and what you can do about it. Kiplinger: Your new book, Coverage Denied, shines a light on health insurance claims denials….
How self-centered shopping has made me happier with the things I buy
I’ve changed the way I shop over the past few years. And although the shift has been subtle, I’ve found that I’m much happier with the things I buy. In the past, my approach to shopping was simple. If I wanted a new thneed, I would go to a store (or, with the advent of…
Court orders TD Bank to repay $16 million to defrauded investors
Before the money arrived, TD had sued the broker and his firm over the alleged fraud and frozen their accounts under a Mareva injunction. Days after the funds landed, the bank obtained consent orders permitting repayment and discontinued its own action. The two investors, the court found, knew nothing of the fraud allegations or the…
Fiduciary Decisions Launches DCIO Benchmarking Suite
Fiduciary Decisions Inc. released an investment benchmarking suite designed for defined contribution investment only sales teams, asset managers and retirement plan advisers. The DCIO Investment Lineup Benchmarking Suite is designed to generate reports for advisers or consultants at different stages of the sales and due diligence processes, according to the company’s announcement. The reports provide…
I Ate Dinner on the Sand at The Aruba Marriott Resort
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Corient Acquires $4.9B Seven Bridges Advisors
Corient, the Miami-based registered investment advisor owned by the Mubadala Investment Company, has acquired Seven Bridges Advisors, a New York-based RIA with $4.9 billion in assets under management. Seven Bridges was founded in 2011 by Larry Cohen as a multi-family office and wealth manager. The firm has six partners, who will become partners of Corient…
