Summer 2024 Crosswordv1

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Across
  1. 2. The Lord of the Rings author
  2. 6. Frequent and unpredictable changes in investment prices
  3. 7. 'Never Enter Data Twice' system at LPL
  4. 8. This in motion is the theme of this issue of The Edge
  5. 9. A crypto currency
  6. 11. Apple’s assistant for productivity
  7. 14. An investor's ability to endure market volatility
  8. 19. Tape-to-tape process of moving accounts to LPL in 2025
  9. 21. Fashionably nostalgic or old-fashioned
  10. 23. Long-term impact considered in investing decisions
  11. 26. Founder of the game-changing e-commerce giant
  12. 27. Tool used for electronic client signatures
  13. 28. Charitable distributions made from an IRA
  14. 29. Strategy for distributing investments across various asset categories
  15. 30. Income return on an investment
  16. 33. A strategy to manage investment risk
  17. 34. Hoeft advises finding this as you consider a future with LPL
  18. 36. Earnings on both the initial investment and previously earned interest
  19. 38. The process of starting and running a new business
  20. 39. LPL's client portal
  21. 40. Use of borrowed capital for investment
Down
  1. 1. Collection of investments held by an individual
  2. 3. Service expected by high-net-worth investors but often underdelivered
  3. 4. Product type at LPL that includes expedited commissions, as cited by Picone
  4. 5. A holistic service vital for managing assets and future goals
  5. 10. Protecting digital assets from online threats
  6. 12. Author who writes about the power of a great client experience
  7. 13. NEXT Financial's new CCO
  8. 15. Minimizing tax liability through strategic planning
  9. 16. LPL's financial professional platform
  10. 17. 1 + 3 equals this, according to Meighan
  11. 18. Essential activity at conferences like ENGAGE2024
  12. 20. Standard for comparing financial performance
  13. 22. Senior art director of The Edge
  14. 24. Name of Atria's digital marketing platform
  15. 25. A numerical expression of a person's creditworthiness
  16. 31. Now known as "X"
  17. 32. Retirement account offering tax-free growth
  18. 35. Tool recommended by Urso for estate planning
  19. 37. The name of Atria's annual conferences and workshops