NOVEMBER 06, 2024

INDUSTRY

Advisors Want Clients to Consider History When Assessing Election’s Aftermath

Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.

REGULATION & COMPLIANCE

Harris or Trump: Different Regulatory Paths Impacting Advisors

Whether Kamala Harris or Donald Trump becomes President in January, their nominees for regulatory positions at the Labor Department and Securities and Exchange Commission will depend on electoral results for the Senate.

WEBINAR

How to Best Integrate Tax Planning Into Your Financial Planning Process

Sponsored by The American College of Financial Services

Discover proven strategies to uncover tax-saving opportunities, incorporate them into comprehensive financial plans, and offer more value to your clients.

PODCAST

Adjusted for Risk: Client Communication Is Key to Investing Alternatives

UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.

ETFS

Copycat ETFs Are Infiltrating a ‘Finders Keepers’ Tickers Market

As competition becomes more cutthroat, investment firms across both sides of the Atlantic have been launching funds with the same tickers as their competitors in another jurisdiction.

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