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Joanne Cleaver, president of content strategy firm Wilson-Taylor Associates Inc., designed and manages the Accounting MOVE Project, an annual research and advocacy effort produced by the Accounting and Financial Women’s Alliance, The Accounting MOVE project is now owned and managed by Bonnie Buol Ruszczyk, who owns marketing and DEI consulting firm, bbr companies. The Accounting MOVE Project is supported by participating firms, including sponsors Moss Adams and SAPRO, in partnership with the Accounting and Financial Women's Alliance.

The pandemic heralded the breakdown of the 60/40 formula, built on the idea that bonds should cushion losses when stocks fall.

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

The $29 billion of mutual funds from Dimensional Fund Advisors that were converted into ETFs is likely to be a boon for Wall Street banks eyeing the same shift for more than $1 trillion of mutual fund assets in coming years.

Simon Viney is the cybersecurity financial services sector lead at BAE Systems Applied Intelligence.

“It will dramatically expand the number of advisors who will be fiduciaries under ERISA,” says one expert.

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

From trying to time the market to assuming financial advice is unaffordable, investor errors are wide-ranging.

Lily is an incoming freshman at Northwestern University Medill School of Journalism. She served as Editor-at-Large of her school newspaper this year and co-founded The Iris (theirisnyc.com) last May. Twitter: @lily_wolfson

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.