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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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GeoWealth: 24 Things To Know About Your TAMP
If you feel stuck choosing between technology and service, then it’s time to evaluate whether your TAMP is the best fit for you. Whether you’re switching TAMPs or deploying a new TAMP model at your firm, asking the following questions can aid your evaluation process.
USA Financial: Your Trump Card On Portfolio Design
There is a huge philosophical void between active management and passive management when it comes to running portfolios - either for your client by you personally, or the client doing it by themselves.
Smartleaf: Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs
We ran a simulation to measure the loss harvesting tax efficiency of direct indexes compared to ETFs. The result: direct indexes were 3 to 5 times better.
Zoe Financial: The Unbundling of Wealth Management
Research on +13,000 advisor practices confirmed what many investors suspected: when you separate selling financial products from providing holistic financial advice, you line up a lot better with the client’s best interests.