Dynasty Names Raymond James Exec to Head Advisor Transitions

Published on January 6, 2025

Lindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.

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Focus Financial Establishes Hub Office in Toronto

January 6, 2025
Cardinal Point, the cross-border wealth management and financial planning firm, will become Focus' fifth hub.      Related StoriesHouse Bill Would Expand Caregivers' Access to HSA and FSA CashBiden Signs Social Security Fairness ActNed Davis Warns It May Cut Exposure to U.S. Stocks

World Markets Watchlist: January 6, 2025

January 6, 2025
Four of the eight indexes on our world watch list have posted gains through January 6, 2025. The U.S.'s S&P 500 is in the top spot with a year to date gain of 1.82%. Germany's DAXK is in second with a year to date gain of 0.96% while France's CAC 40 is in third with a year to date gain of 0.70%.