What the Fed's Rate Cut Means for Life and Annuity Bulls and Bears
By Lloyd LoftonA longtime agent has ideas for how to present the news to clients.
September 20, 2024
Former Morgan Stanley CEO John Mack Lists $29.5M Caribbean MansionThe Macks spent almost as much time renovating the beachside house as they spent using it, but now say it's time to let it go.
September 20, 2024
CAIS Expands Alternative Strategy OfferingsSeveral alternative investment managers have introduced or expanded strategies on the CAIS platform.
September 20, 2024
Cerity Partners to Merge With Venture Capital Advisory ShopThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 20, 2024
SEC Fines Firm for Not Inspecting AdvisorsJordan/Zalaznick Advisers failed to spot-check the books and records or conduct inspections of advisors it supervised.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 20, 2024
8 Views From Advisors and Clients on the Future of Financial PlanningNew FPA and Allianz research looks at how advisors are adapting to meet changing client needs.
September 20, 2024
Envestnet Updates RIA Platform to Optimize WorkflowsNew and updated tools aim to free up advisors' time for client relationships, Envestnet says.