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Top Strategies for Registered Investment Advisor Marketing

Midstream Marketing

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. This new rule gives a clear guide for advisors to follow.

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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Our major focus this year has been on supporting the growing number of multi-advisor firms buying Group and Enterprise subscriptions … and then needing to manage all of their Kitces Group members! Along with the expanded CE offerings, we've also been reinvesting heavily into making the Kitces platform easier to use.

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2024 Key Numbers for Health Savings Accounts

Ballast Advisors

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Disclosures: The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

And, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? Jim O’Shaughnessy : So I think the most surprising thing was a number of people at various firms that I was investigating working for before starting my own. The numbers are pretty bad.

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Weekly Market Insights – October 2, 2023

Cornerstone Financial Advisory

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers.

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Weekly Market Insights – August 7, 2023

Cornerstone Financial Advisory

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. a Registered Investment Advisor.

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Weekly Market Insights – November 6, 2023

Cornerstone Financial Advisory

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. Last week’s riddle: What 3 numbers can you add together and get the same result as when you multiply them?

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