“Investor objectives, like musical tastes, have become more nuanced,” said Max Gokhman, deputy chief investment officer at Franklin Templeton Investment Solutions.
“The right environment can elevate the impact I'm able to have on my clients,” said financial advisor Thomas K. Sutter.
“The market is already off to its fastest start ever,” says DeVoe & Company, in its latest RIA M&A Deal Book.
“This is the first Friday trading session in well over a month where there isn't this underlying fear heading into the weekend,” said Paul Stanley, chief investment officer at Granite Bay Wealth Management.
The Calamos Autocallable Growth ETF targets capital growth, according to the investment management firm.
“This advances Corient’s plans to become one of the world’s leading wealth managers and multi-family offices,” said Kurt MacAlpine, Corient CEO.
There are several firms “that should be commended for having advisors remain at their firm for several years or even decades on average,” says AdvizorPro.
“They see a world dividing into competing economic systems,” said Nigel Green, CEO of deVere Group.
“We’re really excited to be serving not just prospects with this model, but also existing advisors,” said Julian Lopez, head of enterprise solutions at Schwab Advisor Services.
“Investors are now back to the drawing board trying to reassess the fair value of stock,” said Clark Bellin of Bellwether Wealth.
