TAMPs

As Thanksgiving descends upon us in the U.S., the financial world experiences its own harvest season. Time to start thinking about capturing tax losses to apply against the year's gains.

Franklin Templeton emerges as the fourth asset management firm to offer its investment strategies through the innovative SMArtY platform.

Financial advisors can now offer retirement plan sponsors access to a cost-effective, streamlined plan solution with fiduciary and investment support.

Several existing firms, including AllianceBernstein, Dearborn Partners, Kensington Asset Management, and Russell Investment Management, added 24 strategies to the platform. These strategies encompass a wide range of portfolios across equity, balanced, and income themes.

The gorilla is walking through the room. And it's right where we would expect it to be if we could focus. Where else would we expect a rally to resume if not in the pit of a decline? And why can’t advisors or clients focus?

Succession planning is an important strategy for financial advisors, ensuring a smooth and secure transition" for their businesses in the future. It goes beyond simply passing the torch and creates a roadmap for continuity and client trust.

Many individuals think that live events are not successful the way they have been in the past, or that the options have been dramatically limited. The opposite is actually true.