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#FA Success Ep 347: When The Firm You Sell To Gets Sold And You Have To Reinvent Yourself, With Cary Carbonaro

Nerd's Eye View

Cary is the Senior Vice President & Director of Women and Wealth Services for Advisor Capital Management, an independent RIA with offices around the country and headquartered in Charlotte, North Carolina, that oversees more than $6 billion in assets under management for 1,700 client families.

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Providing Mortgage Advice In A Higher Interest-Rate Environment: Opportunities For Advisors To Add Value

Nerd's Eye View

Leading up to 2022, financial advisors and their clients had grown accustomed to a relatively low mortgage rate environment. In fact, until earlier this year, the average 30-year fixed mortgage rate had stayed below 5% since 2010 (and below 7% since 2001). in October 2022, twice the 3.45% average rate in January. Read More.

Clients 130
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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

And certainly for us, that has been a time to show up and answer the bell for our clients. I mean it was a company owned by its clients with a clear purpose to really give them a fair shake and provide them with a better future. We looked at client success, it was defined by the funds they hold, but also by the advice they got from us.

Clients 279
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Equity Beat: Don't Wait for Earnings to Trough

Brown Advisory

Dot-com hangover/9-11 October 2000 December 2001 -16.5% 9/21/2001 12/31/2001 52 18.9% This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Clients 98
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Stocks to Watch in These Emerging Sectors for the Next 5 Years

Trade Brains

Antony Waste Handling Cell , established in 2001, specializes in municipal solid waste management and maintains strong partnerships with multiple municipalities. Additionally, their strong client relationships and technical capabilities position them perfectly for the upcoming electronics manufacturing boom.

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The Equity Beat: Would ‘AI’ By Any Other Name Smell As Sweet?

Brown Advisory

In 2001, a group of authors affiliated with Purdue University’s Krannert School of Management published a study[1] that documented the striking positive stock price reaction to the announcement of corporate name changes during the “dot-com” boom of the late 1990s. Out, out brief candle!”

Clients 98
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Don't get an "F" on FBAR

Brown Advisory

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.