Increasingly, ESG considerations are priority objectives for corporate leadership, key inputs for how asset managers deploy their investments, and how affluent and young investors select investments … and their financial advisors.
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American businesses are increasingly examining their supply chains to reduce their reliance on Chinese sourcing. This was catalyzed by the trade war between China and the U.S., and accelerated by the coronavirus (COVID-19) pandemic.
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Investment professionals can do more than simply survive this emerging era of shrinking margins. Advisors can thrive, provided they find ways to create operational leverage, scale and high-value services due to fee compression.
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Investment professionals will play a crucial role in educating clients to the changing face of the public markets and the need for a responsive portfolio strategy.
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The additional taxes a married couple may pay will vary, but it can be as high as 12 percent of a couple’s income, according to an analysis by the Tax Foundation.
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