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Legitimizing Your Firm

Legitimizing Your Firm

Legitimizing Your Firm  October 12, 2023 | Marketing Intent Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a...

Stand out with alts marketing from Marketing Intent

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Miguel Sosa: Equities vs. Real Estate

In this clip from Inside the V(ALT), Miguel Sosa talks about the impact of real estate on average annualized return in the three challenging environments investors face today.

Miguel Sosa: The Risk/Reward Imbalance

In this clip from Inside the V(ALT), Miguel Sosa covers how the current interest rate environment has skewed the risk-reward potential of fixed-income securities.

2021 IBD Report Card

For the most part, our annual independent broker/dealer report card shows advisors have a high degree of satisfaction with their chosen firms. Yet the number of advisors affiliated…

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