Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
January 13, 2025
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Ackman’s Pershing Square Seeks Up To $10 Billion In NYSE IPO
Ackman’s Pershing Square Seeks Up To $10 Billion In NYSE IPO
Dynasty Financial Partners Launches Partnership with Wealth.com’s Ester AI as a Service to Power Estate and Tax Planning
In the agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide rollout of Ester™ AI as a Service. The integration will introduce a new Estate & Tax Agent within Dynasty’s AI Virtual Assistant, enabling advisors to move beyond static estate documents toward continuously monitored estate intelligence.