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Why today s time-strapped advisor needs model portfolios

Why today s time-strapped advisor needs model portfolios
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

John gutheryCraig martin

Brother, can you spare an AI stock? Advisors talk speculation, the bull market

With the bull market back, advisors talk about the extent to which they're seeing speculation among their clients.

Terry connerMark matsonJohn gutheryBrandon dixon jamesJoseph kennedyAndrew grahamWall streetDow jones industrial averagePrime capital investmentResilient wealth managementGreg halterCarnegie investment counselMatson moneyJackson square capital

Gen Z members may need to temper FIRE talk, Credit Karma study shows

Over half the members of Gen Z say they're part of the FIRE financially independent, retire early movement, but aren't saving enough.

Robert pearlGen xersJohn gutheryCourtney alevSageview advisory groupIntuit credit karmaGen zers

Advisors seen as crucial as financial crisis fears mount, Nationwide says

A study shows a significant number of investors doubt their finances will make it safely through the next financial crisis.

Mark hackettSteven brodMary beth franklinJohn gutheryRetirement instituteAdvisor authorityNationwide retirement instituteCrystal capital partnersSocial securityMary beth

FUSIONIQ ACCELERATES GROWTH STRATEGY WITH APPOINTMENT OF FIDELITY AND BANK OF AMERICA VETERAN JOHN KIMBRO AS CHIEF TECHNOLOGY OFFICER

/PRNewswire/ FusionIQ – the first-of-its-kind digital investing platform empowering financial advisors to deliver a personalized, end-to-end investment.

United statesJoseph kuo michael duganJohn kimbroMarkc healyPrnewswire fusionJohn gutheryFidelity investmentsCommitment to technology innovationHaven tower groupDrive continuous innovationFinancial advisorsTheir clients across wealth management firmsChief technology officerChief investmentPark ave securitiesVoya financial

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