Higher interest rates and a potential recession may already be priced into REIT stocks and strong balance sheets have them positioned to weather any coming storms.
This webinar on Jan. 24th will review the findings of new research on wealth managers and retirement plan advisors and provide insights that can give advisors in either camp a competitive edge as the market evolves.
Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'