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What the Government Shutdown Means for Clients

Photo by Getty Images via Unsplash

What’s one little government closure on top of tariffs, geopolitical conflicts, and AI disruptions.

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Advisor Upside

Tax Planning Is Table Stakes for Advisors

Photo via Kelly Sikkema

Nearly 70% of high-net-worth clients said advisors should help them reduce their taxes, Cerulli found.

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Advisor Upside

Why the SEC Wants to End Quarterly Earnings Reports

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

SEC Chairman Paul Atkins advocated to end the reports as a cost-saving measure for listed companies.

2 min read
Advisor

CION’s Mark Gatto on Democratizing Alternatives: Why Individual Investors Are Finally Accessing Alts Like Institutions

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Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Eli Lilly’s Sterling Results Highlight Rival Novo Nordisk’s Fading Fortunes

Photo by Douglas Cliff via iStock

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Chipotle Struggles as Customers Skip the Guac

Photo by Anne Czichos via iStock

2 min read
Trial Truce: US, China Negotiate Yearlong Trade Détente

Photo via Daniel Torok/WH / Polaris/Newscom

2 min read

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