A year of profitability married with caution
The InvestmentNews Advisor Benchmarking Study, produced in partnership with SEI, is based on data provided by independent financial advisory firms in an annual study that has run for more than a decade.
Last year was a lot like a Sunday evening — pleasant and satisfying, but with the clear and gathering notion of hard work ahead. Losses in the financial markets and continued inflation created the expectation over the year that dire times may be on the horizon. As a result, we saw a year of profit
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