Facet Raises Additional $35M

Published on October 8, 2024

The flat-fee planning firm has now raised $210 million and will use the latest funding to expand its technology and planning services.

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10 Investment Must Reads for This Week (Oct. 8, 2024)

October 8, 2024
S&P Dow Jones’ updated methodology for some of its indices has impacted $300 billion in ETFs, reports Financial Times. Mergers & Acquisitions looks at whether evergreen funds can scale up, given their promise of greater liquidity for investors. These are among this week’s investment must reads for wealth advisors.

The Infinite Game in Telecom

October 8, 2024
Today I'm going to share an excerpt from my fall letter to IMA clients. I'll discuss Charter Communications (CHTR) and Liberty Broadband, the vehicle through which we own Charter.