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How does early retirement affect Social Security benefits?
SEP 19, 2024
How does early retirement affect Social Security benefits?

Early retirement can impact your Social Security payouts in many ways. This guide explores the different scenarios that can affect your benefits

Welcome to the big leagues: The rise of private equity in professional sports
OPINION SEP 18, 2024
Welcome to the big leagues: The rise of private equity in professional sports

From sidelines to center court, a new playbook is here, and there are likely to be even more creative and complex deals to come.

Wealth Enhancement Group charging some new clients more for consulting
RIAS SEP 18, 2024
Wealth Enhancement Group charging some new clients more for consulting

Decision comes at a time when financial advice industry is facing pressure to offer clients more services at a better price.

Planning for success: Five considerations for selling your RIA
OPINION SEP 18, 2024
Planning for success: Five considerations for selling your RIA

Advisors looking to sell their registered investment advisor should expect a long journey of preparation – starting from the very day the business is formed.

How to address recruitment challenges in the financial services industry
PRACTICE MANAGEMENT SEP 18, 2024
How to address recruitment challenges in the financial services industry

Lindsey Lewis, of the American College Center for Women in Financial Services, highlights key factors for financial services companies to consider.

Uncovering RIA practice valuation: A look under the hood
INDUSTRY NEWS SEP 18, 2024
Uncovering RIA practice valuation: A look under the hood

Upcoming webinar will feature in-depth analysis on the factors that impact the value of an RIA firm.

Celebrate your female power at the Women Advisor Summit New York 2024
INDUSTRY NEWS SEP 18, 2024
Celebrate your female power at the Women Advisor Summit New York 2024

This event is designed to help women advisors grow their practice, elevate their leadership skills, and navigate the changing industry landscape.

Fed reveals September rate decision
FIXED INCOME SEP 18, 2024
Fed reveals September rate decision

The central bank has finally pared back its policy rate from historic highs ... but what's its next move?

Edward Jones extends Florida footprint with ex-Merrill advisor
BROKER DEALERS SEP 18, 2024
Edward Jones extends Florida footprint with ex-Merrill advisor

The experienced financial advisor is breaking away in Jacksonville after managing $210M at the wirehouse.

FPA names Daniel Galli 2025 president-elect
INDUSTRY NEWS SEP 18, 2024
FPA names Daniel Galli 2025 president-elect

The Financial Planning Association has also named four new members to its board of directors for next year.

Four-fifths of retirement plan advisors are talking about lifetime income
LIFE INSURANCE AND ANNUITIES SEP 18, 2024
Four-fifths of retirement plan advisors are talking about lifetime income

BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.

How coaching and mentorship can elevate business metrics and client service
RIAS SEP 18, 2024
How coaching and mentorship can elevate business metrics and client service

Everybody needs a coach if they want to grow, no matter how successful they are.

Cetera affiliate North Ridge Wealth Planning welcomes $269M AUM advisor duo
INDUSTRY NEWS SEP 18, 2024
Cetera affiliate North Ridge Wealth Planning welcomes $269M AUM advisor duo

Former American Portfolios advisors are uncle and nephew.

America continues to lead the world in centi-millionaires, but is that set to change?
INDUSTRY NEWS SEP 18, 2024
America continues to lead the world in centi-millionaires, but is that set to change?

More Americans with $100M wealth are considering international options.

Young Americans want to be givers, just don't call them philanthropists
INDUSTRY NEWS SEP 18, 2024
Young Americans want to be givers, just don't call them philanthropists

Many Gen Zs and Millennials are unsure about how to give tax efficiently.

As Fed decision approaches, bond investors lock in bets
INDUSTRY NEWS SEP 18, 2024
As Fed decision approaches, bond investors lock in bets

But a 25-point cut will result in heavy losses for some.

Pimco $163M fund manager says market is overestimating cuts
INDUSTRY NEWS SEP 18, 2024
Pimco $163M fund manager says market is overestimating cuts

Daniel Ivascyn says inflation risk may derail bets.

Scaramucci projects record highs for Bitcoin
INDUSTRY NEWS SEP 18, 2024
Scaramucci projects record highs for Bitcoin

Hedge fund manager thinks rates, easing regs will boost cryptos.

Fed out of line and should cut by 0.5%, says Gundlach
FIXED INCOME SEP 17, 2024
Fed out of line and should cut by 0.5%, says Gundlach

DoubleLine Capital founder also predicts five cuts by end of 2024.

Convicted GPB executives want a get out of jail card
REGULATION AND LEGISLATION SEP 17, 2024
Convicted GPB executives want a get out of jail card

“It’s a bit ironic individuals can use the money taken from investors to pay for lawyers to keep them out of jail,” says one executive.