Monthly Archive: September 2024

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The 60/40 Portfolio Isn’t Dead. But Is It Enough?

Some alternatives offer solid returns that may outperform equities over time. But these high potential returns may come with a high correlation to equities so they don’t offer a high level of diversification. A...

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12 Fastest-Growing RIAs in 2024

Start Slideshow RIAs today face an increasingly competitive playing field. Since just a year ago, their ranks have increased by 374 to 15,860 advisors, according to a new report from SmartAsset. Faster connections, expanded...

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CAIS Expands Alternative Strategy Offerings

CAIS, an alternative investment platform for independent financial advisors, recently announced expanded offerings of strategies from alt investment managers. Firms that have introduced strategies on CAIS Marketplace in 2024 include BlackRock, Blackstone, FS Investments,...

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Holmes Murphy Opens New Office in Lincoln, Nebraska

Article 0 Comments Holmes Murphy announced the opening of a new office in Lincoln, Nebraska with a focus on client growth, talent attraction and increased opportunity for innovation. Prior to this new office, Holmes...

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Clients With LLCs Need a Business Continuity Plan Check

The Connelly Ruling However, as the Connelly case illustrates, the IRS’s treatment of life insurance proceeds can have significant tax implications. The Supreme Court’s ruling in Connelly affirmed that life insurance proceeds, when used...