0%
Loading ...

Uncategorized

What Advisors Owe their Clients: Fiduciary Responsibility, Facts, Integrity and Trust

The Warner Companies’ Philip Snyder, CLU discusses what “fiduciary” means (and doesn’t mean) in the world of financial advice, and why consumers should focus on representation and integrity rather than labels. They discuss suitability as a process grounded in fact-finding—understanding goals, assets, family needs, and long-term affordability—before any recommendation is made. Philip explains that marketing

What Advisors Owe their Clients: Fiduciary Responsibility, Facts, Integrity and Trust Read More »

BofA flips the script with bombshell Fed interest-rate outlook

Bank of America Global Research economists expect the Federal Reserveto raise interest rates three times this year due to Chair Kevin Warsh’s more hawkish stance and the nation’s overall economic resilience despite the Iran War. BofA revised its forecast after the Fed left the benchmark federal funds rate unchanged June 17 as almost half ​of

BofA flips the script with bombshell Fed interest-rate outlook Read More »