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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

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What’s The Best Thing To Do With Inherited Money?

Darrow Wealth Management

Developing an asset allocation and investment plan that suits you , which may be different than who left you the inheritance. Concentrated holdings with an emotional attachment (often blue-chip stocks) can derail an investment plan. Discuss your situation with your financial advisor. What not to do?

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

trillion by 2021, it is expected to rise to $23 trillion by 2026. The Chartered Alternative Investment Analyst Association predicts that alternatives will contribute 50% of industry revenue in the coming years, despite comprising just 12% of the $153 trillion global investable market in 2020. between 2015 and the end of 2021.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

trillion by 2021, it is expected to rise to $23 trillion by 2026. The Chartered Alternative Investment Analyst Association predicts that alternatives will contribute 50% of industry revenue in the coming years, despite comprising just 12% of the $153 trillion global investable market in 2020. between 2015 and the end of 2021.