3 Ways to Position Your Practice for Sustained Success

Published on May 12, 2025

Aligning advisor performance with the firm's results can raise employee loyalty, commitment and collective responsibility.

       
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World Markets Watchlist: May 12, 2025

May 12, 2025
Seven of the nine indexes on our world watch list have posted gains through May 12, 2025. Hong Kong's Hang Seng is in the top spot with a year to date gain of 20.01%. Germany's DAXK is in second with a year to date gain of 15.71% while France's CAC 40 is in third with a year to date gain of 6.24%.

What to Look For (And What to Avoid) in UMAs

May 12, 2025
Despite increased popularity, the promise of UMAs has only been partially realized.