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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

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Client Letter | Outlook 2023: Finding Balance | December 6, 2022

James Hendries

Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Clients 52
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Client Letter | Better Times Ahead | September 28, 2022

James Hendries

There will be some challenges ahead for the economy as the Federal Reserve (Fed) continues to raise rates to control inflation. We believe the Fed is doing the right thing for the long-term health of the economy, but it does increase near-term economic risks. Investing involves risks including possible loss of principal.

Clients 52
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Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022

James Hendries

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

Clients 52
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Top Compliance Challenges Financial Advisors Face

BlueMind

For example, the Securities and Exchange Commission (SEC) in the United States or The Financial Consumer Agency of Canada (FCAC) in Canada. Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors.

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How to Become a Financial Advisor in India?

International College of Financial Planning

Are you looking at a career as a Financial Advisor in India? Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth. Financial Advisors wear different hats depending upon the industry they are in. There cannot be a better time to be one.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 Together with Rianka R. Peter Lazaroff. Matt Reiner.