Be Skeptical — Don’t Trust Your Prospect

Published on May 6, 2025

Like an iceberg, what looks like a clear and present issue only appears that way from the surface. Navigating solely from what you can see on the surface puts you in danger of missing the deeper emotional issues and impacts that lie below.

Continue reading on website
Other news

10 Investment Must Reads for This Week (May 6, 2025)

May 6, 2025
A study of fund manager brand familiarity among advisors finds alternative managers making headway, although traditional asset managers still rule. Industry pros weigh Warren Buffett’s influence in the wake of his announced retirement. These are among the investment must reads we found this week for financial advisors.

UBS Will Pay $511M to End Credit Suisse U.S. Tax Probe

May 6, 2025
A bank unit pleaded guilty to conspiring to help clients hide over $4 billion from the IRS.      Related StoriesIRS Lost 31% of Tax Auditors in DOGE Downsizing, Watchdog FindsEd Slott: IRS Just Made QCD Reporting Easier, but Questions RemainLPL Taps eMoney's WealthVision Planning Software