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The Financial Advisor Nurturing the Next Generation of Young Black Professionals

Martin A. Smith runs a robo-advisor with a goal of supporting HBCUs. ....

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Effectiveness of lead-generation services in wealth management questioned

Effectiveness of lead-generation services in wealth management questioned
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Chasing retirement plan prospects with minority business owner connection

Martin Smith's niche involves capturing retirement plan business from companies with a minority business enterprise certification. ....

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Advisors roll with the Fed's well-telegraphed monetary policy move

Advisors will continue looking to September for the Fed's next swipe at inflation after Wednesday's well-telegraphed quarter-point hike. ....

Chuck Failla , Robertson Stephens , Paul Schatz , Martin Smith , Vance Barse , Jeanette Garretty , Alan Greenspan , Jay Powell , Wealthcare Financial Group , Federal Reserve , Sovereign Financial Group , Sovereign Financial , Heritage Capital , Fed Chairman Jay Powell , Dedicated Fiduciary , Wall Street , Wealthcare Financial , Fed Chair Alan Greenspan ,

Stock rally, high rates have advisors rethinking covered call strategies

With stocks back in bull market territory, advisors might be rethinking their exposure to covered call strategies. ....

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