Focus Financial Names New CEO
By Janet LevauxPresident Adam Birenbaum will take on the role when Michael Nathanson steps down Feb. 1.
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.
December 12, 2025
Advyzon Platform Integrates Andes Risk Analytics, Hires Helen YangYang, Andes Risk's founder and CEO, is joining Advyzon as an executive vice president.
December 12, 2025
Team-Based Practices Top Solo Advisors on AUM, Services: CerulliSizable multi-advisor practices are expected to become more common, according to the research firm.