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Annuities

Annuities aren’t for everyone, but research shows advisors underestimate client interest in guaranteed lifetime income.

Insurance

Another 28% who lost their coverage found other insurance, some of them through Medicare, according to the same new KFF study.

The Boca Raton-based independent advisor switches from Wells Fargo, where she managed $105M in client assets.

Schwab had a difficult 2023, the most challenging year for the company since the internet bubble burst in 2000, according to CEO Walter Bettinger.

Toolbox

More women are entering the industry, but retaining them remains a challenge, says CAPTRUST’s Advisor of the Year.