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Sunday, August 23, 2026The Morning Brief →Sign in
asset manager

Ned Davis Research

SARASOTA, FL
CRD: 112260
In PWD coverage since August 14, 2026 · 2 stories
$2.2MRegulatory AUMSEC Form ADV · Aug 21
68EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 15 – Aug 21
Deal recordFull tracker →
Aug 12, 26Deal announcedAmplify — coverage
PWD coverage
portfolio

The yield dip is a repricing window for advisors

Fund managers are at their heaviest equity allocation since 2021 while flagging bond yields as a top risk—the Treasury buyback dip is the moment to reprice duration.
RIA · Aug 14Amplify, WealthReach partnerships target advisor efficiency
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