Apr 19, 2025 View in Browser

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News

Schwab-TD Ameritrade Antitrust Case Settled, Notification Process Underway

By Dinah Wisenberg Brin

Over 25.5 million customers were to receive settlement notifications, a court document indicates.

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Features

Inside Cetera's Play to Woo Wavering Commonwealth Advisors

By John Manganaro

Todd Mackay, the firm's president, is drawing on his own experience being acquired to make Cetera's case.

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Slideshow

10 Best Blue-Chip Stocks to Buy Now: Morningstar

By Michael S. Fischer

These companies are well-established, financially sound and trading on the cheap, analysts say.

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News

Why SALT Cap for Some High Earners Gets Special Focus in Congress

By Mathieu Benhamou and Erik Wasson

Republicans are on track to raise the $10,000 cap on the state and local tax deduction.

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News

Trump Studying If Removing Powell Is Option, White House Official Says

By Josh Wingrove and Hadriana Lowenkron

Meanwhile, Trump reiterated his call for Powell to lower interest rates at an Oval Office event on Friday.

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News

Raymond James Launches Proprietary AI Search Tool

By John Manganaro

The tool lets advisors search the firm's internal knowledge base and receive precise, tailored information.

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Resources

4 Reasons To Sell Simplified Issue Disability Income Insurance (SIDI)

Sponsored by: Illinois Mutual Life Insurance Company

Want a faster, simpler way to help clients protect their income? Learn how this disability income solution delivers speed, flexibility, and competitive rates.

LEARN MORE

WEBCAST DATE: April 23, 2025

Guiding Clients Without Heirs | Key Strategies for Advisors

Sponsored by SS&C Advent

Join this webcast to discover advanced solutions that streamline planning, enhance client engagement, and improve long-term financial outcomes.

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