After President Joe Biden urged Congress to pass the bill during his address, the IBD advocacy organization argued it could weaken the independent contractor status of many financial advisors.
Lower future returns environment, coupled with a diminishing diversification benefit from bonds in a rising rate environment, presents an opportunity for investors to reimagine the 60/40 portfolio.
Prior to making the leap to our family business, I struggled with a dilemma common to next gen businesspeople; I was both excited yet worried about the complex interpersonal dynamics that would be at play.
Join us on Tuesday, Mar. 8th to hear real world examples from top wealth management and family office firms. They will provide actionable takeaways for how you can future-proof your business, expand your service offering while maintaining profitability.
.png){kind=small}
.png){kind=small}
