The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

Published on September 6, 2024

F2 Strategy's Doug Fritz discusses how the role of the CRM has evolved.

Continue reading on website
Other news

5 Lessons Learned from Missing Cost Basis

September 6, 2024
How do you calculate missing cost basis? What lessons can you learn? What might you want to do differently in the future? This post will answer those questions and more.What is cost basis?Cost basis is the total price you paid to buy an investment. You calculate your capital gain or loss by subtracting the price you paid to buy and from the price you sold the investment for.Total Price Sold – Tota

BlackRock Dials Back Risk Across $131 Billion Model Portfolios

September 6, 2024
The world’s biggest asset manager is taking some chips off the table as markets enter a “new phase” of turbulence ahead of a Federal Reserve interest rate cutting cycle and the US presidential election.