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Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.
Fixed Income Perspective offers our views on top-of-mind fixed income themes.
Upgrading gold from less attractive to neutral
Market views heading into the week highlight what we're watching and important news ahead.