Industry news

Transcend Are you a fiduciary?

The fiduciary standard is getting a lot of attention in the United States once again as the Department of Labour’s rule requiring advisors to act in the best interests of their clients was denied by an appeals court

Transcend Great expectations?

Asset allocation is one of the most important decisions investors will likely make. There are a number of risk factors related to the type of investments used as well as their mix which makes determining the appropriate capital market assumptions necessary

Transcend The times are changing

There is no way to have absolute clarity about how things will evolve, but there are several big picture items that advisors can begin to prepare to deal with

Transcend Stock sectors after rate hikes

While rising rates tend to signal stronger economic conditions and inflationary pressures, they can also have a meaningful impact on stock market sector returns

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Wealth Professional 6.04

Wealth Professional 6.04

Meet 20 young advisors – all under the age of 35 – who have beat the odds to persevere in an industry that can often be unforgiving to new entrants

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