Kim Krueger of Krueger Financial Services said Commonwealth was “well-equipped” to support the firm’s business model, with the option to shift to a hybrid RIA approach later.
The sustained popularity of ETFs is threatening to take market share aware from separately managed accounts, according to Financial Times. The increased volatility in equities markets in recent weeks has been a boon for some parts of the bond market as investors seek safety, reports Morningstar. These are among the investment must reads we found this week for wealth advisors.
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