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BLS: CPI Increased 0.2% in April; Core CPI increased 0.2%

Calculated Risk

The indexes for airline fares, used cars and trucks, communication, and apparel were among the major indexes that decreased in April. The April change was the smallest 12-month increase in the all items index since February 2021. The all items index rose 2.3 percent for the 12 months ending April, after rising 2.4

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

advisors’ clients, up from 20% in 2021, according to a survey Cerulli conducted in 2024. Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors. They also make up the second biggest client base for financial advisors after baby boomers.

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

The second side came in 2021, when he jumped to an RIA that looked more promising: the owner wanted to sell to a junior advisor in a few years. But in general, Mariner “hopes people don’t jump” and works closely with sellers to communicate with second-generation advisors and discuss their future path once the deal is complete.

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

LifeBridge was started in 2016 and later grew when Jim Morrison joined Rudelson to create a combined firm with Bluespring in 2021 with offices in Houston and Waco. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

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Attract Top Talent with 2022's Global Workforce Trends Report

Preparing for the unexpected and pivoting at a moment’s notice were valuable lessons many global companies learned in 2020 and 2021. What communication approaches can help increase innovation. As we move through 2022, companies are eager to retain a competitive advantage and continue on the path of success and adaptability.

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Ideal quarterly investment letters: Meaningful, specific, and short

Investment Writing

The managers that are able to deliver the highlights clearly and in a concise manner stand out because they are better able to communicate their message to me and our clients. In my experience in investment communications, I’ve learned that less can be more. Get to the point quickly!

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Set up advance directives: Outline your healthcare wishes in case you are unable to communicate them yourself in the future. Remember GameStop in January 2021? Assign a power of attorney: Pick someone you trust to handle your finances or healthcare decisions if needed. Work with a professional: Estate laws vary by state.