Cetera completes its acquisition of Voya’s financial planning channel, which will join the firm’s regional director model and be rebranded Cetera Wealth Partners.
Market gurus have been trying to write the obituary for the humble 60/40 portfolio for many years. Yet the simple formula lives on and continues to produce solid results.
Unlike conventional approaches to alleviating risk, this system employs a dynamic, multi-facet methodology to limit market volatility and large losses.
The investment firm started by the wealthy heirs to the Hyatt Hotel fortune had been looking to make an investment in wealth management for several years.
Join us on June 17, 2021 for a webinar with Ben Collins and Kelly Gonyea from Sage Intacct to learn how leading organizations in the wealth and asset management space have been able to eliminate the information lag in their financial reporting.
