Focus Financial Names New CEO
By Janet LevauxPresident Adam Birenbaum will take on the role when Michael Nathanson steps down Feb. 1.
December 15, 2025
Schwab Accuses RIA of Using Trade Secrets to Divert Over $85M in AssetsA former Schwab consultant improperly contacted clients for his new employer, according to a lawsuit.
December 13, 2025
10 Questions Insurance Agents Could Hear at Holiday PartiesYou could also hear these at any other time of the year.
December 12, 2025
The Great LinkedIn Annuity Comp Battle of 2025DPL's David Lau talked about flexibility. Agents talked about long-term retirement savers.
December 12, 2025
How Advisors' Biases Can Cloud Social Security Claiming AdviceDerek Tharp's framework for early claiming of benefits has two critical flaws.
December 12, 2025
Social Security Case Study: How a Couple Could Boost Lifetime Benefits by $100KClients may be surprised by just how much of a difference an optimal claiming decision can make.
December 12, 2025
Time, Health and Money: What Tradeoffs Would Americans Make?A new survey on retirement attempted to tease out respondents' biggest life priorities.
Presented by Capital Group
December 12, 2025
How Private Credit Can Diversify Client PortfoliosFinancial professionals are showing increasing interest in diversifying their clients’ portfolios. Private credit can provide one such option. Financial professionals need to balance the potential returns with the potential risks.