Cetera Names New Head of Indie Advisor Channel
Tom Halloran, Cetera Wealth Partners president, is being promoted to serve as the new head of the firm’s independent advisor
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Economy & Markets
Use This Metric to Improve on the 4% Rule, Planner Says
What You Need to Know A growing complaint about the 4% retirement spending rule is its rigidity and lack
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5 Trends Shaking Up Advisor Value Propositions Now
The independent financial advisor industry is undergoing rapid technological innovation and growth in client service expectations that are collectively
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Annuity Constraints Can Be the Client’s Friend
What You Need to Know Security Benefit generated $4.6 billion in annuity sales in the first half. Insurers once
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Recession: Soft or Hard Landing, or No Recession at All?
What You Need to Know Annuities may limit how much holders can participate in market gains. Many clients are
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Gary Shilling: S&P 500 Likely to Slide 35%
Economist and investment advisor Gary Shilling, sticking to his view that “investor exuberance is irrational,” expects the S&P 500
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Schwab’s Sonders, Kleintop See a Weak Start for Economy in 2021
Schwab’s Sonders, Kleintop See a Weak Start for Economy in 2021 A lot of good news is priced into markets,
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The Democratic Sweep Didn’t Happen. What Does That Mean for Your Clients’ Taxes?
The Democratic Sweep Didn’t Happen. What Does That Mean for Your Clients’ Taxes? A vice president of Ayco, a Goldman
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Pelosi, McConnell Offer New Stimulus Plans as Rebound Slows
Pelosi, McConnell Offer New Stimulus Plans as Rebound Slows Republican plan includes $333 billion in spending on business subsidies, including
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Stocks Prices ‘Not as Absurd’ as Some Think: Shiller
Stocks Prices ‘Not as Absurd’ as Some Think: Shiller The Nobel prize-winning economist explains why today’s record stock market prices
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