Billions of dollars of wealth were lost during the recent collapse of the FTX Cryptocurrency Exchange. Why did this happen? In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares three lessons learned from the failure of this speculative investment strategy.
Markets are going from strength to strength, boosted by the promise of AI and the enormous investments being plowed into the tech sector.
In line with the firm’s selective M&A program, this strategic move marks EFE’s ninth acquisition in the last three years and reflects the firm’s continued efforts to grow in regions where demand and need for wealth planning is accelerating. EFE also continues to make significant investments in solutions and technology to enable its more than 350 planners across the country to deliver even greater value to more clients.