
The Advisor Finder Report: Q1 2025
Welcome to the Q1 2025 issue of The Advisor Finder Report, a quarterly publication that surfaces the activity occurring on…
A few years ago, analysts expected a flood of small business sales as baby boomers prepared to retire. But the rush has yet to arrive, the Wall Street Journal reports. One boomer CEO, Judy Habib, is unsurprised: “Boomers are so not dead yet.”
Meanwhile, ValueWalk reports on U.S. primary candidates’ respective stances on private equity: “What is it about American elections that helps revive the rant against private equity practices?”
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This Week in History… The US announces its embargo on exports to Cuba, an early step in its efforts to overturn Castro. (1960)