Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
Four prominent academics weigh in on how technology will impact wealth management in the years—and decades—ahead. RELATED: What Advisors Want From WealthTech
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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.
With increased inflationary concerns, the specter of rising interest rates and elevated geopolitical concerns, commodities-focused funds have been in vogue in 2022.
Advisors are increasingly adopting specialized programs that offer more flexible scenario analysis and can perform more complex planning for optimization of benefits.
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