JUST FOR FUN
Mergers and acquisitions are changing the face of the industry, and clients may not realize how their advisors are compensated.
The firm was recently in merger talks with Willkie Farr & Gallagher before negotiations were ultimately called off.
The largest wireless provider in the US added more wireless customers this Q3 than it has during the same period for the past five years.
The AI industry has raised $300 billion in high-grade debt so far this year, per Bloomberg, roughly triple the amount raised last year.
Flows are up and returns for some funds are nearing 20% this year as investors look for diversification.
Clients who are overly concentrated in tax-deferred vehicles like traditional IRAs and 401(k)s might consider Roth conversions.Â
