Rapid Response: Ramifications of the “One Big Beautiful Bill”
Key takeaways and investment implications
June 23, 2025
President Trump’s new bill introduces sweeping tax and spending changes. Read about key implications — from tax cuts to estate planning and market risks — and our recommendations for investors.
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Why Financial Advisors Are More Essential Than Ever in the Age of Fintech
Do financial advisors matter more or less in the age of AI? &Partners cofounder John Alexander says AI isn’t replacing advisors — it’s amplifying their human impact.