January 15, 2024
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Featured News
RIAs to have a rollicking year
In the wake of Fisher Investments deal chatter, 2024 will likely be studded with significant transactions involving registered investment advisors.
Wirehouses to continue bleeding advisors in 2024
As the migration to independent broker-dealers and RIAs continues, concerns about the Big Four’s compensation plans may be contributing to the outflow.
Will tech stocks be ‘magnificent’ again in 2024?
History shows the market’s big winners rarely dominate two years in a row.
Moisand helps amplify CFP Board’s voice in fight for fiduciary advice
In one of his last actions as CFP Board chairman, Daniel Moisand testified at last month’s hearings on the Department of Labor’s latest advice proposal.
Planning for the largest IRA balances ever in 2024
Here are tactics to use this year given the opportunities for record stock values at the end of 2023.
How depths of 9/11 trauma propelled planning career
Dr. Nicole B. Simpson was in Tower Two when the planes hit the World Trade Center, altering the course of her personal and professional life forever.
