Featured
Tim Cook CEO Of Apple Will Step Down In September
The leadership transition at Apple marks a significant moment for long-term investors and wealth advisors assessing continuity, governance strength, and innovation trajectory within one of the world’s most influential public companies.
Gridline Appoints Former CAIS Executive As Chief Operating Officer
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Recent
Barclays Raises 2024 S&P 500 Target To 5,600 From 5,300
Barclays lifted its 2024 target for the benchmark S&P 500 index to 5,600 from 5,300 as it expects strong profit growth for mega-cap technology firms.
SMArtX Advisory Solutions Unveils Premier Select Manager List Highlighting Elite Investment Strategies for Q2 2024
The four-step screening process emphasizes alpha generation over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns.
Dynamic Advisor Solutions: Outsourcing Investment Management Enhances Growth And Advisory Practice Value
While advisors possess the ambition to grow their practices, most lack the time to do so. In fact, while 93% of advisors described themselves as motivated to grow in a Financial Planning Association survey. However, only 12% were comfortable with their actual growth rates.
AssetMark: How To Value Your Book of Business as a Financial Advisor
Even if you aren’t ready to put your book of business up for sale, you should have a solid understanding of your business’s worth. Knowing your value from the outset helps you lay the groundwork for a successful retirement while unlocking opportunities for growth and expansion along the way.