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IN Hedge funds belong at the core of portfolios, report revealsKC The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm: #FASuccess Ep 513 With Neela HummelIN Midterm election won't change portfolio fundamentals, advisors sayIN Microsoft's AI workforce reset targets 27% of global staff in new buyoutIN HSA investing gap creates retirement planning risk for clientsIN Investor bearishness climbs as inflation and midterms unsettle US marketsIN High-growth retirement plan advisors gain AUM faster, BlackRock data showsWM Tandems Launches Hamilton AI Assistant For AdvisorsRB Schwab is the latest to leap on runaway 'Nevis' AI bandwagon with capital backing and a critical endorsementIN Elder fraud losses hit $3B as investment scams surge 42%, FTC says

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The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm: #FASuccess Ep 513 With Neela Hummel

Image: Kitces.com

Welcome everyone! Welcome to the 513th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Neela Hummel. Neela is the CEO of Abacus Wealth Partners, an RIA based in Santa Monica, California, that oversees $3.4 billion in assets under management for 1,550 client households. What's unique…

Summary as published by Kitces.com
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