Early Wire

Apr 19, 2025

View in Browser

ALM | ThinkAdvisor

Early Wire

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.

7 Legal Issues That May Come Up When Annuity Owners Die

By Allison Bell

The more you can do to deal with these concerns early, the better.

Commentary

With So Many Tech Choices, What's an Advisor to Do?

By Philipp Hecker

Michael Kitces' Financial AdvisorTech Solutions Map has 550 offerings in 36 categories. Many advisors feel lost.

Schwab and Others Bet on Tax-Savvy ETFs

By Emily Graffeo

At stake is a fund model patented by Vanguard that helped it save clients billions on taxes.

News

Blackstone to Debut Credit Fund for Retail Investors in May

By Dawn Lim

The Private Multi-Asset Credit and Income Fund will first be sold to investors through advisors.

Mariner and Vanilla Strike Estate Planning Deal

By Janet Levaux

The arrangement gives all of the $560 billion RIA's 700-plus advisors access to the tech firm's platform.

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.

LEARN MORE

Connect With ThinkAdvisor

About Us | Privacy Policy

150 E 42nd St | New York, NY 10017 | 1-877-256-2472

Features

Slideshow

Commentary

News

News

News

Resources

WEBCAST DATE: April 23, 2025

Connect With ThinkAdvisor