Chris Davis

Chris Davis
Displaying 79 results
US stocks plummet as tariffs wreak havoc
INVESTING EQUITIES APR 03, 2025
US stocks plummet as tariffs wreak havoc

Major indices hit by selloff in morning trading.

CEO rails against DEI rollbacks
YOUR PRACTICE PRACTICE MANAGEMENT MAR 27, 2025
CEO rails against DEI rollbacks

Claims of merit miss the point, according Stoy Hall.

The Fed's going to cut rates
NEWS INDUSTRY NEWS MAR 21, 2025
The Fed's going to cut rates

While the Federal Reserve's decision to hold interest rates steady in March was widely expected, it's the reactions from financial professionals that provide a more nuanced picture of the central bank's approach.

Inefficiencies mean opportunities
RETIREMENT TAX MAR 12, 2025
Inefficiencies mean opportunities

The client comes first may be a cliché but it’s underappreciated, says Andrew Clinton, an expert in tax-exempt fixed-income solutions.

Mentorship can’t be a checkbox item
YOUR PRACTICE PRACTICE MANAGEMENT MAR 12, 2025
Mentorship can’t be a checkbox item

Making your people a priority can be the difference between your practice being a success or failure.

Aligning client expectations with reality
INVESTING ALTERNATIVES MAR 11, 2025
Aligning client expectations with reality

Clients are often seduced by alternative investments’ potential for outsized returns, but Ed Cofrancesco knows education is key.

'We need more leaders'
YOUR PRACTICE PRACTICE MANAGEMENT MAR 11, 2025
'We need more leaders'

Advisor says Black professionals remain underrepresented in profession and 'nothing has improved in 25 years'.

The art of balancing risk and reward
INVESTING ALTERNATIVES MAR 10, 2025
The art of balancing risk and reward

Jack Ablin, of Cresset Asset Management, talks investment philosophy – mitigating risks on the public side while taking opportunities on the private side.

Scale of Trump ‘buyout’ plan means opportunity for advisors
RETIREMENT RETIREMENT PLANNING MAR 10, 2025
Scale of Trump ‘buyout’ plan means opportunity for advisors

Who’s ready to step up and provide the expert federal retirement advice needed?

Don't panic as the political climate shifts
YOUR PRACTICE PRACTICE MANAGEMENT FEB 24, 2025
Don't panic as the political climate shifts

Managing crises is just part of life, advisor insists.