Those who do not adopt and incorporate the coming wave of AI and fintech apps may find themselves wondering why competitors can charge so little for plan services or are able to work with smaller plans.
Low leverage and all-cash buyers continue to drive activity in the net lease space. But investors are tightening acquisition criteria to account for higher risk.
The move to the independent broker/dealer channel has been a popular choice for many advisors seeking expanded product offerings and more freedom. But not all independent broker/dealers are the same. With a little research, advisors will find that independence can mean different things with each firm.
Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit For Enhancing Investor Experience.
Join us on May 4th to how the supply-demand scenarios for lithium, uranium, copper, and nickel may impact miners, and the resulting investment opportunities.
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