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Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial advisor, Investment …
SEC Says Ex-Advisor's Cherry-Picking Lost Clients $2.8M
Nov 22, 2024 · Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, …
Quant Hedge Fund AQR Is Cutting Income Tax Bills For Wealthy …
Nov 22, 2024 · Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, …
Clients' Experience Hinges On Engaged Listening
Dec 3, 2024 · With the rise in solutions that harness artificial intelligence (AI) and 70% of millennial investors with at least $1 million in investable assets retaining a second investment …
Policy Changes And The Macro Outlook - fa-mag.com
Nov 18, 2024 · I’ve been running my own econometric model of the U.S. economy for almost 30 years now. The basic structure is simple. You start by forecasting the components of demand, …
What To Expect From The Trump Tax Reform Spectacle
Nov 27, 2024 · Donald J. Trump, the once and future President of these United States, will swagger into Washington D.C. on January 20, 2025, his effective electoral mandate and his …
How Mubadala's $12.1B CI Financial Acquisition Reshapes Wealth …
Dec 4, 2024 · Additionally, like several other large aggregators, Corient’s focus to date has been primarily on acquiring more wealth managers rather than integrating its acquisitions.
Trump Picks Atkins, A Deregulation Advocate, To Lead SEC
Dec 4, 2024 · Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, …
Fed's Pandemic Program To Help Main Street Is Now A Burden For …
Nov 22, 2024 · A Federal Reserve pandemic program aimed at supporting midsize businesses is now having the opposite effect on some of them, burying them in high interest rates and …
The Fed's Next Big Policy Rethink Needs Rethinking
Dec 2, 2024 · The strategy was oriented toward fighting the last war, and proved poorly suited for an economy emerging from the pandemic. By March 2022, interest rates were still near zero …