OCTOBER 26, 2023

INDUSTRY

Moody’s Downgrades Cetera’s First Lien Ratings; S&P Affirms Ratings

Diana Britton

Despite the downgrade, the ratings agencies believe the improved scale and synergies from Cetera’s Avantax acquisition will outweigh any additional leverage it will take on.

FULL ARTICLE

ESTATE PLANNING

Boomers Refocus Their Planning for the Home Stretch

Charles L. Ratner

At this stage of clients’ lives, addressing fears is just as important as their goals.

FULL ARTICLE

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What clients need to understand about whole life insurance dividends.

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BUSINESS PLANNING

Eight Team Offsite Agenda Items

Stephen Boswell

Highly functional teams leverage these year-end meetings to celebrate successes, learn from failures and set the stage for the year ahead.

FULL ARTICLE

RETIREMENT PLANNING

Private Equity Wants a Piece of Your Retirement Savings

Miles Weiss

PE firms like KKR are gaining access to vast IRA wealth through Schwab and Fidelity.

FULL ARTICLE

WHITE PAPER

Alternative Investments Are an Increasingly Popular Tool in Client Portfolios

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Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

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