Elevation Point Stakes $2.5B Ex-UBS Team

Published on June 23, 2025

A 12-member group in Louisiana just sold a slice of its recently formed RIA.

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Meet the First Tax Planning Certified Professionals

June 23, 2025
These self-professed lifelong learners mastered the American College's newest certification course in mere months.      Related StoriesHow to Avoid RMD Mistakes Around Roth ConversionsShould These Clients Buy an Annuity? Two Case StudiesTrust as IRA Beneficiary? Avoid These Mistakes

World Markets Watchlist: June 23, 2025

June 23, 2025
Eight of the nine indexes on our world watch list have posted gains through June 23, 2025. Hong Kong's Hang Seng is in the top spot with a year to date gain of 20.72%. Germany's DAXK is in second with a year to date gain of 13.32% while Canada's TSX is in third with a year to date gain of 6.87%.