Most advisors agree that elections have little impact on markets, but that’s not stopping investors from bracing their portfolios.
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Almost half of all US households’ financial assets are tied to public stocks, a near-record high, according to recent Federal Reserve data.
The SEC charged the asset manager with misleading clients over changes to its retirement funds, leading to higher tax bills for investors.
Adoption of the cryptocurrency has outpaced other transformative technologies like the internet and mobile phones.
The chief growth officer is at the forefront of preparing RIAs to grow their businesses and train advisors for the future.