“Firms that actually create value, that actually add services, that actually help the advisor achieve their goals and deliver a better experience to the end client—those are the ones that will continue to be part of the supply chain. The rest will be marginalized.”
The Internal Revenue Service announced that victims of and first responders to the California wildfires will receive an extension to Jan. 31, 2018 to file certain individual and business tax returns and make certain payments. The extension postpones various tax filing and payment deadlines that started Oct. 8. ...
AI, Big Data Coming to CFA Exam Questions on artificial intelligence and big data will be incorporated into the CFA exam in 2019, according to the CFA Institute. The Institute has just released changes to its 2018 program as well as key changes to the curriculum since the 2008 financial crisis. ...
Investors Bullish Ahead of Earnings Reports A new client survey by Ally Invest found that corporate earnings, continued low interest rates and accelerating growth were, respectively, the top three factors contributing to investors’ bullish views on the market. Half of investors said they were bullish about the markets, and 6 percent said they were very bullish, while only 12 percent had a bearish view. ...
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