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Industry legend Rudy Adolf describes how the idea of Focus Financial Partners came to be, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company...
Active listening is a powerful tool advisors can use to gain insight into how to communicate with clients and effectively coach them toward intentional action.
The 990-T form involved in the incident is used by both tax-exempt groups and individuals with some retirement accounts invested in certain assets, including master limited partnerships and real-estate investment trusts.
After years of historically low yields in public markets, private assets have significantly grown in importance for many investors and their portfolios. But showing clients the role of these assets in a whole portfolio context takes significant...
Stress testing is a dynamic and powerful tool for measuring and explaining the risks associated with potential market events. When advisors address risk head-on with real world scenarios, it highlights the value of the relationship, encourages...
Past performance is no guarantee of future results. We’re all familiar with this phrase when helping clients understand investment returns. Ironically, this thinking doesn’t always translate into the portfolio construction process. Many advisors...
