Advisors Have Options as RIA Deal Wave Powers Forward

Published on April 4, 2025

Recruiter Jeff Nash discusses trends in retention deals, supported independence and the benefits of switching BDs.

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Credit Reacts to Tariffs

April 4, 2025
In the report, Fixed income portfolio managers Brent Olson and Tim Winstone reflect on the initial credit market response to President Trump’s tariffs.

Tariff Fallout: The Day Advisor Cell Phones Died

April 4, 2025
The day after Trump announced a global tariff regime, one advisor fielded calls until his cell phone ran out of juice, another praised the virtue of alternatives and most everyone prepared clients for some volatile days ahead.