Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4% of advisor compensation, while commission-based revenues have declined … Read more
By Thomas Kerr, CFA NASDAQ:SDOT READ THE FULL SDOT RESEARCH REPORT 4th Quarter and Full Year 2024 Financial Results On March 11, 2025, Sadot Group (NASDAQ:SDOT) reported 4th quarter and full year 2024 results which showed continued strength in the commodity trading business. In the latest filings, the restaurant operations have been reported as discontinued … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling required … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 trillion target cost for their planned tax bill to replace the Tax Cuts and Jobs Act (TCJA), are currently debating whether the “baseline” for that cost … Read more
Today, Finance Watch, a non-profit association dedicated to reforming finance in the interest of European citizens, published a ground-breaking report: ‘Artificial intelligence in finance: how to trust a black box?‘ authored by its Chief Economist Thierry Philipponnat. As AI-powered systems increasingly drive financial decision-making in areas such as credit assessments, insurance pricing and investment products, … Read more
