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FAs Weigh In: What Are You Reading?

August 31, 2022 – Managing Director and Principal, Karen McClintock, CFA, CIC was featured in Financial Advisor IQ discussing what books Financial Advisors are reading. “While Trennert is at the helm of an award winning macro-economic research company, he brings a tone of sensibility to our industry, for which we are grateful. This book gives you insights into the foundations of that work,” says McClintock. Read here: https://bit.ly/3cAbz0c

Award-Winning Financial Advising

Robertson Stephens paid no fee to obtain recognition but has paid licensing fees to reference its appearances on the Newsweek, USA Today, and FA Magazine rankings lists. See Awards Disclosures

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