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Dec 18, 2020
Listen to Omar Qureshi, CIMA®, CPWA® Managing Director, Partner and Investment Strategist for Hightower St. Louis discuss finding the right FIT.
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Dec 18, 2020
Listen to Dave D’Amico, Treasury Partners discuss his experience with Hightower events pre- and post-COVID.
In 2016, WealthManagement.com created a to-do list for then-President-Elect Donald Trump. With Election Day now upon us, let's look back on how the president fared.
The rule, which would limit how fiduciaries use ESG screens in retirement plan investment recommendations, provoked intense criticism during its public comment period.
Firms that lend from their own balance sheets to support advisor M&As have a greater incentive to identify the best matches between sellers and buyers.
A similar investment philosophy, culture and geography are key to getting a deal done.
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Oct 29, 2020
Action steps to consider when selling your practice
The new rule would demand that registered representatives would need written approval from their firm to act as a beneficiary, trustee or executor, or hold power of attorney for a client.
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Oct 29, 2020
Read this eBook for more on embracing the right tools to guide you—and your clients—through the pandemic and beyond.
