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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. Number 8860726. They also make up the second biggest client base for financial advisors after baby boomers. As of year-end 2023, Gen X made up a quarter of U.S. In comparison, only 9% of advisors’ clients in 2023 were millennials or Gen Z members.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Number 8860726.

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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

The fasted 1,000 point milestone to milestone interval ever was only five days from 32,000 to 33,000 in March 2021. US LEI Deteriorates Right now, our proprietary US Leading Economic Index (LEI) is telling us that economic momentum is slowing and the economy is growing below trend. Any bets on when it breaks 100k?

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GIFT City: India’s Strategic Gateway to Global Finance

International College of Financial Planning

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

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Market Commentary: Sentiment Remains Extreme as Fed Warns of Risks

Carson Wealth

The Fed Is Caught Between a Rock and a Cold Hard and Lonely Place Federal Reserve Chair Jerome Powell gave us the most detailed description of how the Fed is thinking about policy in the face of massive tariffs in a speech at the Economic Club of Chicago on Wednesday, April 16. That would be the slowest pace since March 2021.

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Tax Advisor Weekly – April 4, 2025

Harness Wealth

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Did you miss last weeks edition? You can find it here.

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Market Commentary: Seasonal Tailwinds Ahead, but First an Election

Carson Wealth

If economic growth is expected to be strong, there’s presumably less reason for the Fed to cut rates by a lot. It seems like investors are a tad over-optimistic about growth and projecting the strong recent economic numbers out into the future. But those numbers are backward looking. Looking ahead, there are risks.