BlackRock’s Fink Says Market Is Wrong On Fed Rate-Cut Bets
BlackRock Inc. CEO Larry Fink said the market is pricing too many interest-rate cuts from the Federal Reserve given the US economy continues to grow.
FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security
FusionIQ, a leader in the delivery of cloud-based wealth management solutions proudly announces its achievement of SOC 2 Type II compliance, a significant milestone in the company's ongoing commitment to data security and privacy.
Adhesion: Putting Clients First With the Game-Changing Power of a Fee-Based and Fiduciary Advisory Model
(Adhesion) In the financial services industry, two prominent business models have gained traction due to their client-centric nature: fee-based advisory and fiduciary models. Both approaches prioritize the client's best interests while providing transparency and fostering long-term relationships. This article explores the key advantages of these models, examining why they have become preferred choices for both clients and financial firms.
Transparency and Alignment of Interests
Creative Planning Sell Minority Stake To TPG
Creative Planning, a prominent wealth management firm, has sold a significant minority stake to private equity firm TPG.
Powell: US Economy Is In 'Solid Shape'
Fed Chairman Jerome Powell said the central bank is not on a "preset course" when it comes to rates and that "overall, the economy is in solid shape.