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The passive 1% AUM advisor may go the way of the "stockbroker" as technology threatens the profitability of existing business models. Can you compete against a robo-advisor's 25 bps portfolio? Sure you can. But you will need to revamp your value-add beyond just asset allocation advice.
The world's largest e-commerce company is poised to make waves in the U.S. with a record-setting IPO.
Advisor TalkingPoints: Prepare for client interactions with this week’s analysis reviewing a broad economic gauge, upcoming earnings season, a stronger dollar, and nervousness in the junk bond market.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025