Even If the Fed Starts Lowering Rates, We’re Not Out of the Woods Yet

Published on September 9, 2025

Three factors that may influence the direction of the economy, markets and your clients’ sense of wellbeing.

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Hidden Risks of Mobile Compliance Can Cost in Finance

September 9, 2025
The question isn't whether mobile compliance can be efficient and effective. The benchmark study proves it can. The question is whether more firms will join the 25% that have figured it out or continue subsidizing the inefficiency tax that's bleeding talent, budget, and regulatory confidence.

10 Investment Must Reads for This Week (Sept. 9, 2025)

September 9, 2025
Interval fund sponsor Bluerock fell short of the votes at its investor meeting to convert its embattled real estate fund, but it has two more weeks to wrangle votes. NASAA has amended guidelines for the use of non-traded REITs. These are among the investment must-reads we found this week for financial advisors.