AUGUST 21, 2024

INDUSTRY

$4B Former Lincoln Teams Join LPL From Osaic

Academy Financial and PFG Advisors, which were with Lincoln's wealth business before Osaic acquired it, will merge under Academy’s brand.

PEOPLE

Avantax Head Todd Mackay Named President of Cetera Solutions

Andy Watts will take over Mackay’s duties as tax channel leader, overseeing more than 4,000 advisors within Avantax and Cetera Financial Specialists.

2024 MIDYEAR OUTLOOK

Mining for Success: Investing in Critical Minerals

Sponsored by Meketa Capital

As the world transitions to greener energy and advanced tech, critical minerals like lithium and cobalt are key to the future, offering significant investment potential amid supply chain challenges.

Learn More >

401K TV

401(k) Real Talk Episode 119: August 21, 2024

Open, honest and candid discussion about a lawsuit against BofA, Capitalize's Series B funding, Cetera's 401(k) participant programming, Fidelity's annual plan sponsor survey and more.

REGULATION AND COMPLIANCE

FTC Ban on Worker Noncompete Deals Blocked by Federal Judge

The judge said the FTC lacked the authority to enact the ban, which she said was “unreasonably overbroad without a reasonable explanation.”

FASTCHAT VIDEO

The Case for Covered Calls: Unlocking Cash Flow Potential

Sponsored by Shelton Capital Management

Learn about the rise of covered calls, their income potential, and diversification benefits.

Watch Now >

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