OCTOBER 09, 2024

FIXED INCOME

Third Quarter 2024 Economic and Market Review and Outlook

The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut rates.

ALTERNATIVE INVESTMENTS

Lower Rates Should Help Bring Down Debt Costs for Infrastructure Assets

The sector is one of the most leveraged in the private markets universe.

TECHNOLOGY

Facet Raises Additional $35M

The flat-fee planning firm has now raised $210 million and will use the latest funding to expand its technology and planning services.

WHITE PAPER

Take Your Practice to the Next Level

BUSINESS PLANNING

Carolyn Armitage on Change Management

Navigating the complex waters of organizational change requires a multi-faceted approach that addresses the needs of both the business and its people.

WEBINAR

Is it Time to Redefine "Going Independent?"

Sponsored by Fidelity Investments

Join us for a discussion with top industry leaders on the proliferation of RIA business models and what advisors should consider before making a move.

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