Let’s Get Real (Rates)!

Published on August 28, 2024

As we enter a profoundly uncertain investing environment, we find this quote from one of the most influential photographers of the 20th century to be incredibly apt in describing the opportunities in markets today.

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Can you have too many custodians?

August 28, 2024
As custodians in the independent advisor market undergo mergers and consolidations, advisors can find it challenging to secure a stable home for their clients’ assets. Many advisors are opting to use multiple custodians to mitigate risk and increase efficiency, akin to diversification in investment portfolios.However, frequent changes in custodial arrangements add layers of complexity and concern.

Showcasing and celebrating top-class honors with InvestmentNews Awards Employer of Choice winner Prudential

August 28, 2024
This article was produced in partnership with Prudential Advisors.Prudential Advisors emerged as the Employer of Choice, a testament to the organization’s dedication to fostering a supportive and growth-oriented environment for its advisors. Under the leadership of Brad Hearn, President of Prudential Advisors, and Pat Hynes, Head of Sales, the organization has developed a framework that enables ad