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Leveraging Technology & Data
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Market Outlooks
AAM Viewpoints – Inflation is a boon for value equities
This piece is approved to use with clients.
Generally, when inflations expectations are rising, we see value stocks favored more than growth stocks.
Leveraging Technology & Data
Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
Market Outlooks
AAM Viewpoints: Life’s Certainties: Death, taxes…and municipal bonds?
This piece is approved to use with clients.
In a November 1789 letter addressed to his good friend, Jean-Baptiste Le Roy, Founding Father Benjamin Franklin shared that America was off to a great start and the recently established U.S. Constitution showed much promise but immediately added, “In this world, nothing is certain except death and taxes.”
Market Outlooks
AAM Viewpoints: The four layers of inflation
This piece is approved to use with clients.
As we entered 2021, we put the pivot point of the economy and market returns squarely on inflation.