Industry experts cited the DOL’s fiduciary rule, further guidance on the SEC’s marketing rule and potential movement on unpaid FINRA arbitration awards as possible developments in 2024.
Eric Branson, director of investments, at $1.8 billion AUM Cyndeo Wealth Partners, on the gamble lurking inside the market-cap weighted S&P 500, building a proprietary private credit fund of funds and testing the waters with direct indexing.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
