10 Investment Must Reads for This Week (April 1, 2025)

Published on April 1, 2025

In his annual investor’s letter, BlackRock CEO Larry Fink focused on the growing trend of offering private markets access to the wealth channel. Morningstar took a hard look at some of the new access points for private credit. These are among the investment must reads we found this week for wealth advisors.

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How to Eliminate ‘Maybe’ From Your Sales Meetings

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Clinging to the hope that a “maybe” will somehow turn into a commitment doesn’t serve you or them. It simply allows your qualified prospects to walk away without having their problem solved, leaving you without a client – a losing situation for both parties.

Ex-Schwab CEO Walt Bettinger Joins Private Equity Firm

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Bettinger, now a senior advisor to Clayton Dubilier & Rice, will remain Schwab's co-chairman.