The wealth management industry is undergoing a profound transformation, driven by advancements in technology. The integration of Customer Relationship Management (CRM) systems has become a pivotal strategy for financial advisory firms aiming to elevate client experiences and optimize internal processes.

As a business owner, staying on top of your tax responsibilities is important for financial health and compliance. One key aspect of tax reporting is the issuance of IRS Form 1099, which has undergone some changes in recent years. Here are the essentials of IRS 1099 for business owners, with a focus on Form 1099-NEC and the nuances introduced in 2022.

In the continuously evolving landscape of financial strategies, one approach has been gaining prominence for its unique focus and meticulous approach to value discovery, and that is the Focused Fixed Income Value Strategy. This distinctive investment strategy revolves around identifying lucrative opportunities within the realm of loans and bonds, treating them not just as financial instruments but as promises for future returns. Here, we delve into the intricacies of the Focused Fixed Income Value Strategy, exploring its core principles and how it aims to unlock hidden value in the world of fixed-income securities.