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Thought Leadership in Action

Annuities Are Coming to More Retirement Plans

Financial advisers have an opportunity to help their employer clients consider guaranteed income options for their defined benefit retirement plans as more employees want them.  BlackRock and other large asset managers are adding more annuities to their employer-sponsored retirement plans because the Secure Act of 2019 reduces plan sponsors' concerns over legal liability.  Here's what fi...

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For Financial Advisers: Business Trends to Watch in 2021

ROGER WOHLNER, TheStreet, JAN 4, 2021 From virtual meetings and sustainable investing to succession plans, here are 2021 strategies for financial advisory firms. As we look ahead into 2021, it will be interesting to see what’s next for the financial advisory business. We saw changes in the financial advisory landscape in 2020 due to the COVID-19 pandemic. In some cases the pandemic accel...

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