Category: Wealth Management

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[ad_1] When developing a client relationship, the ultimate goal is to be seen as a “trusted advisor.” With this status, financial advisors are viewed...

[ad_1] There are two types of inflation rates that matter. Economists and market observers care about the government reported data — CPI, core PCE,...

[ad_1] New York City-based WealthFeed, an AI-driven lead generation tool for advisors, has raised $2 million in funding from Thicket Ventures, a venture capital...

[ad_1] Posted March 15, 2024 by sean Today’s Compound and Friends is brought to you by Franklin Templeton: See here for more information on...

[ad_1] Women earn around 83 cents for every dollar their male counterparts earn. Just let that sink in for a minute.  Meanwhile, this startling...

[ad_1] Elite advisors know just how important introductions are to the growth of their practice, and so they are very intentional about asking for...

[ad_1] This past week, I received three questions about retirement, all of which concern long-term planning at different stages of life. A reader asks:...

[ad_1] Cetera Financial Group, the broker/dealer network with more than $475 billion in assets under administration, has approved four spot Bitcoin ETFs for use...

[ad_1] When assessing the prospects of bitcoin for clients, Zagari accepts that it should not be viewed as a traditional security like a stock...

[ad_1] Women are carving out new levels of success in the world of wealth management, and there’s no question they’re here to stay. But...

[ad_1] Market cycles operate on numerous time horizons. Short-term trends which are often impacted by momentum and emotions. Intermediate-term trends which are more impacted...

[ad_1] Independent advisors looking at custody platform options beyond the big three (Schwab, Fidelity and Pershing) should note the latest addition to Apex Fintech Solutions. Apex announced the...

[ad_1] As Women’s History Month is upon us, it’s a perfect moment to recognize and celebrate the monumental role women investors play in philanthropy,...

[ad_1] We are now entering the phase of the market cycle where worries start to proliferate. We’ve already talked about Evergrande, supply chain issues, rising interest...

[ad_1] Posted March 13, 2024 by sean Today’s Animal Spirits is brought to you by Texas Capital Management: See here for more information on...

[ad_1] Geneos Wealth Management, a hybrid broker/dealer and registered investment advisor with $10 billion in assets, has added Eaglebrook, which provides crypto-focused separately managed...

[ad_1] I haven’t written about index funds in a long time because, honestly, what’s left to say anymore? Not only has the topic been...

[ad_1] We are delighted to present the inaugural edition of the Abacus Wealth Partners Impact Report. As a values-aligned financial planning and investment firm,...

[ad_1] Although diversity, equity, and inclusion (DEI) in the workplace isn’t a new idea, it has moved front and center in recent years. More...