Sep 25, 2023
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Featured News
Handcuffed by marketing inertia?
As the SEC marketing rule nears its first anniversary, most firms have yet to take advantage of the testimonials and endorsements it allows.
Future Proof plants its flag in the advisor industry event circuit
In its second year, the beachside conference attracted almost 3,000 attendees, nearly double last year’s attendance.
Social Security rules on kids’ benefits
Caregiving parents may receive benefits regardless of their age.
Cetera deal for Avantax shows boom continues for wealth management assets
The price tag Cetera paid for Avantax was 180% of its revenues last year, an unthinkable sum for a broker-dealer just a few years ago.
Joe Duran details his next venture at Future Proof
Entrepreneur says Rise Growth, a firm that will provide funding and strategies for the next generation of national RIAs, will launch in 2024.
The puzzle posed by annuities
Perhaps the lack of demand among clients is a function of a lack of understanding of annuities among advisors.
