Growth, pricing, technology and talent: how successful advisory firms are built and run. Picked by our desks.
20 videos and podcasts · new this week: 20
For wealth professionals working with taxable clients, the episode provides context on current municipal bond yield levels and the taxable-equivalent yields cited for top-bracket investors. It also frames the discussion around both opportunities and risks in the sector.
For wealth professionals who use or follow manager research, the episode describes how one research organization is applying AI agents to analysis of investment strategies and what may come next.
It gives advisors and ria-ma watchers a look at one minority-capital model that is pitched as letting founders keep ownership and decision-making control while gaining growth resources. The segments on data infrastructure and private-market access touch on operational questions firms face when weighing outside investment or expanded investment offerings.
For wealth professionals, the episode offers a framework for discussing dividend equities with clients who want equity exposure and income characteristics. It also raises questions about cash return, buybacks and capital allocation that can inform portfolio conversations.
New manager videos, podcasts and our own running an ria stories on My Desk and in your morning edition.
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