Why Advisors are Forgoing a Recruiting Deal and Leaping Right to Independence

Published on September 11, 2025

Six reasons why more advisors are choosing to bet on themselves before monetizing their businesses.

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US Core CPI Rises as Expected, Keeping Fed on Track for Rate Cut

September 11, 2025
Underlying US inflation rose as expected in August, keeping the Federal Reserve on track to cut interest rates next week.

Managing the S&P 500 Index Still Needs the Human Touch

September 11, 2025
The third Friday in September is a special day in the financial-market calendar. It’s one of the four days a year the S&P 500 index gets rebalanced. With over $10 trillion of assets passively tracking it, the exercise will affect markets and investors in every corner of the world.