Short Seller Challenges SEC on Free Speech: SEC Roundup

Published on March 4, 2025

Andrew Left and his attorney are seeking regulatory clarity on an issue with First Amendment implications.

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FUSE: Majority of Advisors Plan to Maintain or Grow Use of OCIO Services

March 4, 2025
Roughly two-fifths of advisors surveyed plan to increase client allocations, while an additional 54% plan no change.

Advisor Demand Is Hot as Talent Supply Runs Low

March 4, 2025
Opportunities abound for top performers, particularly in the RIA space, recruiter Michael Terrana maintains.      Related StoriesHow Raymond James Smashed Recruiting and Profit GoalsRetraining Advisors to Become 'Personal CFOs'What Clients Really Want to Hear From Advisors: Ex-Merrill Exec