Revisor Wealth Management Partners' Landon Jones and Ethan Dunbar discuss the benefits of outsourcing investment management, and all things direct indexing, including how it's different than SMAs.
The Labor Department rule was created to undo a Donald Trump-era requirement mandating that workplace retirement-plans focus purely on financial gains.
Join this webinar on Mar. 22nd for an analysis of the current state of the market and where our presenters believe we may see opportunities in CRE this year and beyond.
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