2013 and Debt Management - Financial Advisor Source

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

JANUARY 23, 2024

For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. Financial advisors offer a range of services, including investment management, financial planning, tax planning, debt management, and ongoing advice.

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Transcript: Mike Freno, Barings Chairman and CEO

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JANUARY 27, 2025

There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. It was really a CLO and loan manager. I, I referenced earlier we started building our middle market team in 2013. At that same time we built our emerging market debt team at that time.

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Financial Advisor Source

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

Transcript: Mike Freno, Barings Chairman and CEO

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