Newsroom
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Money Life with Chuck Jaffe
Oct 31, 2025Our CEO Ed Cofrancesco joined @MoneyLifeShow with Chuck Jaffe to discuss the disconnect between how Wall Street views the economy and how Main Street struggles with the economy (even while…
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Are RIAs ready for the alternatives surge?
Sep 23, 2025The number of RIAs offering alternative investments is growing faster than the number of advisors capable of independent due diligence. Our CEO, Ed Cofrancesco, recently spoke with InvestmentNews about the…
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Financial advisors often see clients seeking to retire early
Aug 7, 2025Retiring before 65 is possible, with careful planning. In this InvestmentNews interview, Aaron Leak, founder of ECL Wealth Management and a financial advisor with IAA, shares practical advice from cutting…
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How much is too much when it comes to alternatives?
Aug 7, 2025Great insights from our CEO, Ed Cofrancesco, in InvestmentNews about alternative investments. Ed recommends keeping it simple. For experienced investors, he supports allocating up to 20%—but warns against overly complex…
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Medical Debt: What to Do When You Can’t Pay
May 1, 2025Complicated medical very often contain billing errors that, perhaps unfairly, it is the responsibility of the patient receiving the bill to uncover. IAA partner Aaron Leak recently told Investopedia that…
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