Barred Broker Fined By The SEC Over Trading Scheme
The SEC has fined a barred broker, Christopher Booth Kennedy, $2.1 million for allegedly orchestrating a trading scheme causing losses to his clients.
Massive Interest Burden Haunts $29 Trillion Emerging Debt Pile
Developing nations, already set for a turbulent 2025, are having to cope with ballooning interest payments on $29 trillion of debt.
Symmetry: 3 Client-Centric Strategies for Success
Building strong client relationships is essential for a Financial Advisor’s sustainability and success. However, many Advisors fail to focus on what truly matters to prospective clients, often spending time on details that may not attract new business.
A Morningstar study cited by Kitces.com found that clients prioritize Advisors who help them achieve their financial goals above all else:[1]
Advyzon and Syntax Data Enter Custom Indexing Partnership
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, and Syntax Data, a financial data and technology company that codifies business models into a relational system called Affini
Jamie Dimon Sounds Alarms: Could the US Face Economic Turmoil?
Jamie Dimon, the CEO of JPMorgan Chase has issued a sobering warning about the potential for economic turbulence in the United States.