GMO 7-Year Asset Class Forecast: November 2024

Published on December 17, 2024

GMO has posted a new 7-Year Asset Class Forecast.

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Raymond James, Beacon Pointe Add Firms

December 17, 2024
An Ohio-based trio of advisors managing about $995 million joined Raymond James from Merrill Lynch, while Beacon Pointe Advisors snagged two teams in Boston and Dallas totaling more than $600 million.

What’s a Legacy Income Trust?

December 17, 2024
Brian C. Smith, Executive Director with Eaton Vance, explains the benefits of Legacy Income Trusts as a charitable giving and estate planning tool.