Rumors galore today folks—best to stick with your process and realize that no-one really knows anything 5 hours post vote.
— Jamie Cox (@jamesacoxiii) June 24, 2016
Brexit: Stay calm & carry on as the Brits would say. Perspective: The EU, as an economic & monetary union was created a mere 23 years ago.
— Consuelo Mack (@ConsueloMack) June 24, 2016
The Brexit vote creates a near-term “risk off” period for financial markets. But it will take years to see the full effects.
— Bob Doll, Nuveen (@BobDollNuveen) June 24, 2016
Pound at a 31-year low versus the US dollar. Book that tropical London getaway you've been dreaming about.
— Downtown Josh Brown (@ReformedBroker) June 24, 2016
Even more shocking than #Brexit result, are the turnout numbers. 72.2% of registered voters voting? Astounding.
— Jude Boudreaux CFP® (@HJudeBoudreaux) June 24, 2016
Ten things you can do rather than freak out about the Brexit. pic.twitter.com/mfeWmc26ip
— Doctor Daniel Crosby (@danielcrosby) June 24, 2016
Brexit may mean the Fed wont hike in July or September; Now it looks like December could be earliest rate increase . . . #Fed
— Barry Ritholtz (@ritholtz) June 24, 2016
The #Brexit debacle is a reminder to those who can't handle stock market losses - stay diversified and don't put everything in the market!
— Carolyn McClanahan (@CarolynMcC) June 24, 2016
And now I'm supposed to believe that many U.S. financial advisers are now overnight experts in Britain's economy and the EU?
— Bill Winterberg CFP® (@BillWinterberg) June 24, 2016
Looks about right... RT @Enock1Yk: Britain leaving the EU like https://t.co/PoT8Ksg3U8
— MichaelKitces (@MichaelKitces) June 24, 2016
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
