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NOVEMBER 25, 2024 - 2024 – Delray Beach, FL  –  According to the InspereX Pulse 2025 Outlook Survey of 682 financial advisors released today, the vast majority of advisors said they expect the S&P 500 to be up 10% or more by year-end 2025 compared to where it was between November 6-13, 2024 (a...

DULLES, Va. | November 4, 2024  The National Rural Utilities Cooperative Finance Corporation (CFC) is excited to announce the launch of a Retail Subordinated Notes program, which will allow CFC to issue subordinated deferrable notes from time to time to retail investors.“Adding retail subordinated...

Bethesda, MD | Sep 24, 2024 | Calvert Impact, Inc. today announced the closing of the second issuance of the Cut Carbon Note, an asset-backed, investment-grade fixed-income product that finances sustainability upgrades for commercial and multifamily buildings to reduce carbon emissions. The Cut Car...

October 03, 2024 (Arlington, VA) – Capital Impact Partners today announced that it has achieved a significant impact investing milestone by issuing more than $500 million of Capital Impact Investment Notes (Notes). Investing in the Notes helps Capital Impact Partners create social impact in the com...

••• Advisors Cite Death, Lack of Time as Primary Reasons of Lost Business; Suggests Advisors are Falling Short on Generational Wealth Transfer ••• Customization a Key Differentiator; Referrals Driving Business •••