Wall Street Has Been More Bullish on Companies Than Stocks: Morning Brief
Stocks have rallied this year, and Wall Street's forecasts have followed the market higher.
Short Seller Andrew Left Is Living in Fear of the Feds
The short seller who terrorized more than 100 companies and riled an army of meme-stock traders is describing what it’s like to feel hunted.
AssetMark: 5 Keys to Managing High-Net-Worth Clients
(AssetMark) Ready to level up your practice? High-net-worth individuals can be game-changing clients for financial advisors. These clients are typically investors with large estates or complex accounts that need a broad range of financial services. Attracting and retaining wealthy investors can make it easier to create recurring income. Plus, HNW clients tend to stay with their advisors for long-term relationships and often have solid networks for referrals.
FusionIQ Announces FusionIQ One, The All-In-One Digital Wealth Platform
FusionIQ, a leader in the delivery of cloud-based wealth management solutions, has unveiled FusionIQ One, a true end-to-end digital wealth platform designed to empower financial advisors and institutions to become digital wealth leaders. The platform branding reflects FusionIQ’s commitment to delivering innovative, scalable, and intuitive solutions that address the evolving needs of the industry.
Matson Money: Remembering Dr. Harry Markowitz
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(Matson Money) Dr. Harry Markowitz, a member of Matson Money’s Academic Advisory Board, passed away on Thursday, June 22, 2023. He was 95 years old.
Markowitz won the Nobel Prize in Economics for his contribution to financial economics and in 1999, he was named “Man of the Century” by the financial newspaper Pensions & Investments. 1