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Get Simple Tips for Starting Charitable Conversations
Published on January 31, 2025
Topics and resources to help guide your clients’ charitable giving.
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RIA M&A Activity Set Record in 2024: DeVoe
January 31, 2025
The 272 announced transactions in the year, including 81 in the quarter, topped the 2022 mark. Related StoriesBlackstone Sees Trillions From Rich Flowing to Private MarketsGary Shilling: Cautious Investing Stance Vindicated, for NowFINRA Fines, Suspends Another NY Broker Accused of CE Cheating
S&P 500 Snapshot: See-Saw Week Ends on Sour Note
January 31, 2025
The S&P 500 see-sawed through a data-packed week but ultimately closed with a 1.0% loss from last Friday. The index now sits 1.28% below its record close on January 23, 2025 and is up 2.93% year to date.