Compliance Financial Advising Valuation Wealth Management 
Abnormal Returns
DECEMBER 26, 2022
Annamaria Lusardi about the importance of financial literacy. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. squarespace.com) CI Financial ($CIXX) is moving forward with an IPO of its U.S. wealthmanagement.com) Dynasty Financial Partners is still targeting an IPO.
Brown Advisory
JANUARY 1, 2023
Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.
Expert insights. Personalized for you.
192 
Let's personalize your content