A Good Time to Reflect on Hype

Published on July 11, 2025

Author and hype-buster extraordinaire Simon Lack weighs in on investment-related BS.

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Is a Roth Conversion Worth It for All Clients?

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The strategy can result in tremendous tax savings, but it depends on the client’s financial goals, tax situation and legacy plans.

RIA Model Portfolio Assets Rose 5.5% in Q1

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A new report from Broadridge Financial Solutions shows steady growth in model assets throughout the industry.