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President Donald Trump Would Expect Immediate Monetary Policy Action From A New Fed Chair
WASHINGTON, April 21 — In a development closely watched by wealth advisors and registered investment advisors (RIAs), U.S.
A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
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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.
UX Wealth: How Advisors Can Begin to Incorporate AI and Machine Learning
Clients are increasingly seeking access to investment strategies that leverage these technologies for better risk management and more personalized service. However, many advisors are unsure how to begin incorporating AI-driven models into their practices.