Some Clients Said 'No Thanks' to Traditional Variable Annuities in Q3
By Allison BellFear of market volatility pushed up sales of multi-year guaranteed annuities.
November 22, 2022
10 Gifts Under $100 That Will Impress Wealthy ClientsWhat do you give your wealthier clients for the holidays? Something memorable but not too expensive.
November 22, 2022
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?As clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 22, 2022
10 Reasons RIAs Should Specialize NowMichael Kitces, Michael Finke and others explain how having a niche focus can help advisory firms boost their business and pay.
November 22, 2022
LPL Adds $4.4B Bank Program With Nearly 30 AdvisorsThe deal involves a unit of St. Louis-based Commerce Bank. Terms were not disclosed.
November 22, 2022
12 Best & Worst Broker-Dealers: Q3 Earnings, 2022Just three of the 12 broker-dealers featured in our regular coverage improved earnings year over year in the third quarter.
November 22, 2022
Self-Directed Investors Staying in the Market, Cutting Expenses: SurveyJust 13% of them have cashed out due to market performance or inflation, Janus Henderson finds.
November 22, 2022
16 Over-the-Top Luxury Gifts for 2022From handbags to watches, here are 16 presents your wealthiest clients might consider for their nearest and dearest.