US SEC Sues Kraken Crypto Exchange Over Failure to Register
Kraken, sued by SEC, accused it of illegally operating as a securities exchange without first registering with the regulator.
Bank of America Sees S&P 500 Hitting Record 5,000 Next Year
S&P 500 set for fresh high in 2024 because US companies have adapted to higher rates and weathered macroeconomic jolts, according to BofA strategists.
Blackstone to Close Multi-Strategy Fund After Assets Drop Nearly 90%
Blackstone plans to close a fund that exposes investors to a variety of hedge funds and trading strategies after assets fell almost 90% in four years.
AssetMark: Building a Transformational Client Service Model for Financial Advisors
In the world of financial advising, success hinges on more than just investment strategies and market insights. What truly matters is the client-advisor relationship, a dynamic built upon the pillars of service, trust, performance, and communication. Fall short in any of these areas, and your clients may start exploring other options.
It's vital to share your value proposition right from the outset of the relationship to ensure both you and your clients are aligned in your goals.
So, what do clients want from their financial advisor?
Buckingham Strategic Partners: Weighing The Geopolitical Threat
As concerns rise about the conflict in the Middle East, investors are asking what the impact could be on financial markets, especially if tensions escalate further and for a prolonged period.
While no one knows for certain how the crisis could evolve, reviewing similar events in history may help investors assess the potential impact on their portfolio. In this episode of Buckingham Perspectives, Head of Investment Research Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.