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

Wealth Management

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

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Personal finance links: financial stress

Abnormal Returns

podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach." sciencedaily.com) Spending Like it or not, more retail establishments are going cash-free. barrons.com) Financial stress is real.

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CFA or CFP?

A Wealth of Common Sense

The CFA is considered the gold standard for investment analysis and portfolio management but doesn’t hold a lot of sway in the wealth management industry where holistic planning is the focus. You’re better off gaining financial planning knowledge from the CFP. Plus, the CFA exams are a lot of work.

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

In 2025, you can expect to see smarter, faster, and more personalized investment platforms that use AI to tailor financial advice and automate strategies for investors. However, it is important to note that this does not mean you no longer need a financial advisor. Usually, when tariffs go up, imported goods get more expensive.

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Why Banks Are Turning to Planning Tech to Boost Client Engagement

eMoney Advisor

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” Part of that equation includes client-facing tools that promote engagement with their planning.

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Market Drama

Zoe Financial

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Market Drama

Zoe Financial

August retail sales. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Negative yield curves signal that we could see a bear market for stocks.