The 60/40 Glidepath Is Dead for One Simple Reason
By Ric EdelmanFinancial models assuming clients will live to 85 or 90 are at increasing risk of falling short.
September 19, 2024
Jeremy Siegel: Rate Cut 'Fantastic' for Market"This was the best news I've heard from the Fed in years," the WisdomTree economist says.
September 19, 2024
S&P 500 Hits All-Time High on Soft-Landing HopesThe Fed's bold start to cutting rates reignited hopes the central bank will be able to avoid recession.
September 19, 2024
9 Reasons to Reconsider Switching FirmsHere's how to assess if the likely upsides of moving from one firm to another justify any potential downsides.
September 19, 2024
Fed Rate Cut Could Speed Up Some Annuity SalesClients who have been uncertain may now rush to lock in good rates, Jack Elder predicts.
September 19, 2024
Help Clients Diversify a Portfolio With AnnuitiesSome clients have nerves of steel. Others don't.
September 18, 2024
EF Hutton Says Its Fired CEO Stole MillionsA lawsuit alleges Joseph Rallo used firm money for lavish personal expenses, including IV drips to treat hangovers.
September 18, 2024
On the Hunt for HNW Clients? Look to In-House Investment BanksAffiliating with an independent firm that offers such capabilities can be a true differentiator for financial advisors.