What the Kyle Busch Case Reveals About IUL Policies
It’s easy to manipulate the purported returns.
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Crypto Crash Ruins Thanksgiving for Retail Traders Once Again
Bitcoin is currently on track for its worst month since 2022, with smaller tokens facing similar declines.
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J.P. Morgan Wealth Head at Center of Senator’s Epstein Inquiry
U.S. Sen. Ron Wyden called for the bank to be investigated, citing recently unsealed court documents allegedly showing that bank executives (including Wealth and Asset Management CEO Mary Erdoes) kept in close contact with Epstein.
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Lido President Says Brand Identity Is the Firm's 'North Star'
Ken Stern believes that large RIAs, such as Lido, will thrive best as a recognised, unified brand, even as some platforms remain reliant on individual advisor names to represent the firm.
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Cetera Adds $265M Growth-Minded Team to Tax Channel
Cetera announced the addition of a team that plans to recruit in the Chicago area. The move follows reports of a second round of layoffs this year for roles the firm said would not impact its advisor support teams.
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11 Investment Must Reads for This Week (Nov. 25, 2025)
Red flags continue to emerge in the private credit market as several firms took hits in recent weeks. The popularity of model portfolios continues to grow among advisors. These are among the investment must-reads we found this week for financial advisors.
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A Thanksgiving Feast of Market Gratitude: Celebrating 2025's Top-Performing Investment Champions
This Thanksgiving 2025, investors have abundant reasons for gratitude as the market served up exceptional returns across a diverse table of investments, from AI-driven technology champions like NVIDIA to surprising performers like utilities and the record-breaking gold rally.
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How Outdated Private Markets Infrastructure Is Limiting Advisor Growth
Private markets are entering their electronic trading moment.
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Focused on the Future: Leading With Values, Growing With Intention with Julia Carlson
Financial Freedom Wealth Management's Julia Carlson discusses her inclusive, values-driven culture.
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Private Assets to Be Half of Industry Revenues by 2030, PwC Says
The asset- and wealth-management industry will take in about $432 billion in revenue from private assets in 2030, PwC found.
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At a Mountain Retreat, Employee-Owned Firms Met to Plot the Long Game
As private equity investors come to dominate the large RIA sector, a loose association of employee-owned firms are strategizing how to not just survive, but thrive.
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The Next Winners in PE’s Big 401(k) Push: Million-Dollar Lawyers
Law firms that have long advised private equity giants on mergers and acquisitions are joining the industry’s latest treasure hunt: prying open America’s 401(k)s.
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Citi Wealth Head Sees Upside to Bull Market on Record Inflows
Last week, Citi announced plans to fold its retail bank into the wealth business, creating a single group.
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Osaic Fights Arbitration Related To Former Reps' Alleged Ponzi Scheme
In a complaint filed in federal court, the IBD sought to avoid an arbitration claim brought by Brooklyn-based siblings who said they’d been defrauded by a former Osaic advisor.
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Dangers of Ignoring Long-Term Care Conversations with Clients
How advisors can (and should) help.
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Trusts & Estates: December 2025 Digital Edition
Features on Estate Planning & Taxation, Fiduciary Professions and Ultra-High-Net-Worth Families & Family Offices
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Aggregator Roundtable 2025: How RPAs and RIAs are Reshaping Workplace Saving and Benefits
Leaders of RIA and RPA aggregators gathered in Chicago to discuss organic and M&A growth, fees, data, private investments and more.
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Zephyr's Adjusted for Risk: Navigating Financial Market Noise
Ryan Nauman and Ryan Patterson cover a range of topics including the resilience of equities amid volatility, the influence of AI on various market sectors, the importance of the US consumer in driving economic performance, and the role of fixed income in a diversified portfolio.
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People Moves: Angeles Wealth Management Hires Growth Chief; Cresset Names Recruiting Head
In addition, Bogart Wealth hires a chief operating officer, and Manulife John Hancock snags a retirement product head from Empower.
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