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Former Trump Economic Adviser Gary Cohn Says Kevin Warsh Will Be A 'Fundamentalist' Fed Chair
(Yahoo! Finance) - The new chair of the Federal Reserve is poised to bring a “fundamentalist” approach to monetary policy, according to former National Economic Council Director Gary Cohn.
Focus Financial Partners Has Initiated A Trademark Infringement Lawsuit
Focus Financial Partners has initiated a trademark infringement action following the departure of three advisors who left the firm’s network to join a competing RIA platform.
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Five Guiding Principles For Mature RIAs To Control The Transfer Of Cherished Clients
As advisors look around at their options for transferring their clients, they probably don’t like a lot of what they see.
RIA Retirement Risk Review: 88% of Advisors Prioritize Effective Risk Management over Generating Highest Gains in Client Portfolios
The RIA Retirement Risk Review Study reveals growing concerns over client retirement security, willingness to explore new risk-management solutions.
Are advisors returning to the office? It's complicated
Even as the pandemic winds down, many RIAs are hesitant about bringing their employees back to the workplace.
Supreme Court Hands Victory To Tax Advisors—And Loss To IRS—In CIC Services Case
The Supreme Court held that taxpayers’ advisors have the right to sue the IRS to set aside or invalidate IRS Notices.