Investment Advisor

Wall Street Moves to Support Mamdani After NYC Mayoral Election Win dlvr.it/TP5KLQ

Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite dlvr.it/TNPtgN

Life Broker Backed by Robert Downey Jr. Moves Toward IPO dlvr.it/TNQ0kF

Jeffrey Gundlach: 12 Predictions for Bonds, Stocks, Economy dlvr.it/TN1fsp

10 Worst States for Retirement Income Shortfalls dlvr.it/TM2RdW

Social Security Fast-Tracked Fairness Act Payments. But at What Cost? dlvr.it/TM0BNV

"By embracing these strategies, independent advisors can grow their practices while providing exceptional value to clients, which remains at the center of the wealth management universe," @ThinkAdvisor thinkadvisor.com/2024/10/25/5-g…

The gender disparity of financial advisors moves very slowly. Women have constituted 23% of CFP professionals for decades. Incoming 2024 class was at 26%. But the industry still has to create an environment to retain them... "Number of CFPs Tops 103,000" kitc.es/4hbl5mv

Join our Feb. 6 webcast: How to present your brand’s unique value proposition in the highly competitive and rapidly changing field of wealth management. Register today: ow.ly/zQxB50UKv0Y

BREAKING: Biden Signs #SocialSecurity Fairness Act. thinkadvisor.com/2025/01/05/bid…

New York State Bill Could Double Annuity Income Tax Exemption for Older Residents dlvr.it/TH8c6K

These 9 States Cut Income Tax Rates for 2025 dlvr.it/TH8VNl

How $10K Fared in 2024 Across a Range of Standout Investments dlvr.it/TH7ZDV

Bob Doll's 10 Predictions for 2025 dlvr.it/TH7cWl

10 Places for a Cheap, Comfortable Retirement Abroad dlvr.it/TH7ZPC

The @CFPBoard has introduced a refreshed ad campaign encouraging students to pursue a career in financial planning after some of its initial ads received pushback from the advisor community, and other industry news this week: bit.ly/3YFEXHL

What to Learn From LPL's Firing of Dan Arnold: Recruiter dlvr.it/TDx1dP

Customers Report Thinkorswim Outage at Market Open dlvr.it/TCP4TV

Social Security Claiming: The Case of a Couple's Many Choices dlvr.it/TC6qph

7 IRS Retirement Cash Access Draft Facts, for Annuity Advisors dlvr.it/TBGzKW