Myriad Advisor Solutions announced that they are launching a new podcast titled The White Report. Hosted by Myriad’s own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of a company’s launch and growth. Each episode features a different business expert who will discuss with White pertinent topics that touch on executive leadership, business management, human capital, technology, marketing and more.
Originally published on PR Newswire on July 18, 2023. Read full article here.
Advyzon released “The New Diversification: Asset Allocation Into 2023”, a white paper that looks at how advisors have invested client funds over the past five years, with a particular focus on the shifts made during 2022. Among the highlights: The amount of money in alternative investments jumped more than 400% compared to previous years; advisors pulled money out of equities; cash equivalents and individual bonds benefited from higher yields; and ETFs dethroned mutual funds as the top investment vehicle for financial advisors.
Originally published on PR Newswire on July 12, 2023. Read full article here.
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