We Are All Invested

Against the uncertain backdrop of 2020, FleishmanHillard today released “We Are All Invested,” a collection of expert points of view on changing geopolitical dynamics, new definitions of corporate purpose and trends in technology, commerce and behavioral finance.

For Consumers, Tension Between Financial Stress and Optimism

In honor of National Get Smart About Credit Day, CreditWise® from Capital One® (NYSE: COF) released a new survey focused on credit behaviors and attitudes, revealing tension in how U.S. consumers think about finances.

Advisor Group And Ladenburg Thalmann Announce Merger To Create A Wealth Management Industry Leader With Nearly 11,500 Financial Advisors And Over $450 Billion In Client Assets

Advisor Group, one of the nation’s largest networks of independent wealth management firms, and Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA, LTSL, LTSF, LTSK, LTSH) (“Ladenburg”), a publicly-traded diversified financial services company, today announced that both companies have entered into a definitive merger agreement to join the two companies.

It’s the Most Expensive Time of the Year

With many people in the U.S. getting a jump start on purchasing gifts for the winter holidays, Union Bank, a leading West Coast bank, revealed findings of a new survey to understand how people are spending their hard-earned cash this holiday season…

What Will My Savings Cover In Retirement?

Have you ever found yourself lost when visiting a new place? Then you know how hard it can be to find something when you don’t know where you are going. The same applies to saving for retirement—until you know the goal, it is hard to figure out if you are on the right path.

The Money Mood Is Down

With news of the yield curve inversion and the presence of additional economic indicators, many experts are warning consumers of a pending recession expected to hit before the 2020 elections.

Variable Annuities Record Best Quarterly Sales Results in Three Years

Variable annuity (VA) sales were $26.5 billion in third quarter 2019, 6% higher than third quarter 2018, according to the Secure Retirement Institute (formerly LIMRA SRI) Third Quarter U.S. Annuity Sales Survey. This represents the highest quarterly VA sales results in three years (since third quarter 2016).

Triad Advisors Successfully Recruits Hybrid Wealth Management Practice Strategic Wealth Advisors

Triad Advisors, LLC a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. and a leading independent advisory and brokerage firm supporting independent hybrid financial advisory practices, announced today that it has successfully recruited Strategic Wealth Advisors (SWA), a hybrid practice based in El Paso, Texas, with four advisors and $150 million in total client assets.

Attract And Retain

To call the current American labor market “challenging” for employers understates the unfortunate dark side of low unemployment and economic success – high employee turnover.

Employees Stressed Over Possibility Of 401(k) Loan Defaults

While employees appreciate being able to take 401(k) loans in case of financial emergency—20 percent of all 401(k) participants currently have loans outstanding—the possibility of not being able to repay those loans is stressing employees out, according to a new independent study released today by Custodia Financial…