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Quarterly To Semiannual Reporting Could Reshape The Investment Landscape
The SEC’s proposal to allow public companies to shift from quarterly to semiannual reporting could significantly reshape the investment landscape, with meaningful implications for wealth advisors, RIAs, and long-term portfolio management s
What Everyone Is Missing About Mamdani’s Plan To Tax Ken Griffin’s $238 Million Penthouse
(CNN) - New York City Mayor Zohran Mamdani stood outside a luxury skyscraper in Manhattan for a video
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Why Jamie Dimon Says We ‘May Have Seen Peak Private Credit’—and Why You Should Care
On July 15, JPMorgan Chase CEO Jamie Dimon sent ripples through the financial world by declaring, “You may have seen peak private credit.”
Beyond the Model: How Focus Partners Helps Advisors Deliver Tax-Aware, Evidence-Based Strategies
Focus Partners Advisor Solutions blends systematic investing, tax-aware execution, and personalized planning support to help RIAs scale intelligently. Kevin Grogan, CIO of Systemic Strategies for Focus Partners, explains how the firm equips advisors for complexity—without sacrificing simplicity, flexibility, or expertise.
Trump’s Proposal to Open 401(k) Plans to Private Equity Sparks Concern Among Market Experts
Trump is expected to sign an executive order that would allow retirement plans to allocate a portion of their assets to private equity investments.
Stifel, Commonwealth Top 2025 J.D. Power Advisor Satisfaction Rankings
Stifel and Commonwealth Financial Network have once again secured top honors in J.D. Power’s latest U.S. Financial Advisor Satisfaction Study.