Advisors Want Clients to Consider History When Assessing Election’s Aftermath

Published on November 5, 2024

Advisors are telling clients to remain calm and remember the stability of markets throughout tumultuous historical times.

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Taxes, Tariffs and More: 5 Key Economic Stakes of the Election

November 5, 2024
Trump's promised to extend tax cuts passed during his first term, which Harris would do only for those earning less than $400,000.      Related StoriesHow Much Does the Frequency of Retirement Withdrawals Matter?Guggenheim's Walter Is Worth $12B as Dodgers ThriveTrump's Tariffs, Tax Plans Could Bankrupt Social Security by 2031: Report

Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.

November 5, 2024
The technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.      Related StoriesHow an RIA Serves Ultra-Wealthy Clients by Catering to Its AdvisorsJudgesFidelity: RIA Deal Size Rises, Volume Eases in 2024