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David Lau

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Topic

The parallel paths of ETFs and annuities

The questions that RIAs have about commission-free annuities right now are the very same questions they had just 15 years ago about exchange-traded funds, which are now a core part of client portfolios.

Topic

7 reasons RIAs are adding insurance products

As more commission-free products come to market, RIA firms are beginning to provide insurance solutions to clients