Our first episode of autumn has arrived. Grab a cup of tea (or a hot toddy) and join us as we rank what’s overrated and what’s underrated:

  • AssetMark widens offensive on Envestnet by creating SMA mini-market
  • Annual "call for article submissions" as publications produce their Market Outlook
  • Franklin Templeton to buy O'Shaughnessy Asset Management
  • FiComm Partners Launches New AmpliFi Offering for Financial Advisors
  • Fidelity opens adviser access to fractional shares

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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