Significant Gaps Remain in Hispanic Advancement

Pathfinder Winners Describe Our Industry’s Progress For The Hispanic Community And What We Must Do Next By Janeesa Hollingshead https://wealthsolutionsreport.com […]
WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024

WSR Completes Third Year Of Pathfinder Awards By Recognizing Excellence And Achievement In Honor Of National Hispanic Heritage Month By […]
Advisor Tech Talk (Week of 10/1/24)

By Christopher Robbins September 30, 2024 https://dwealth.news/2024/09/advisor-tech-talk-week-of-10-1-24/ This week in Advisor Tech Talk, wealth management continues its hot streak of […]
Rates Are Down. Time To Redeploy Clients’ Cash? – Financial Advisor Magazine

By Ben Mattlin September 26, 2024 https://www.fa-mag.com/news/rates-are-down–time-to-redeploy-your-cash-79695.html Before the Federal Reserve slashed the benchmark interest rate by 50 basis points […]
An Income Guru Denounces the 4% Rule

By John Kimelman September 20, 2024 https://www.advisorhub.com/resources/denounce-4-percent/ “The problem with these withdrawal rules is that the number is always changing,” […]
50bps point cut from the Fed would be ‘a little desperate,’ strategist says

Ahead of interest rate cuts expected next week, Sound Income Strategies co-CIO Eric Beyrich joins Julie Hyman and Josh Lipton on Market Domination. Beyrich […]
Sound Income Group Reveals Academy For Supporting Advisor Growth

By Amit Chowdhry September 13, 2024 https://pulse2.com/sound-income-group-reveals-academy-for-supporting-advisor-growth/ Sound Income Group (formerly known as Advisors’ Academy), a Fort Lauderdale, Florida-based diversified […]
The Promise Of The Recruiting Pitch. The Reality Of Joining The Ranks

How Often Do The Two Align After An Advisor Signs On The Dotted Line? By Janeesa Hollingshead September 10, 2024 […]
Investors react to fiery presidential debate between Trump and Harris

By Staff September 11, 2024 https://www.reuters.com/world/us/investors-react-fiery-presidential-debate-between-trump-harris-2024-09-11/ U.S. stock futures slipped and the dollar edged lower in early Asian trading on […]
Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More

M&A By LPL, WEG, Mercer, Mariner, Mesirow And GTCR. Recruitments By WFA, Cetera And RBC. Sound Income Group Rebrands Consulting […]