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Each of your clients face their own unique circumstances when it comes to retirement and financial planning. Adding income and beneficiary protection is one way to help them feel more confident about their future. With a Lincoln Financial variable annuity, plus Lincoln ProtectedPay Select Core® and Estate Lock℠ options, be confidently prepared for both retirement and legacy planning. Learn more about how this plan works and what it could mean for you.

As volatility lingers, iCapital’s experts see key growth catalysts on the horizon: rate relief supporting Financials and Real Estate, plus renewed momentum for AI. See their latest insights on positioning for opportunity in a shifting market—click to read more!

Investors Shift Focus to Potential Red Sweep: What It Means for the Market

Retirement concerns span across generations, with younger Americans—Gen Z and Millennials—feeling especially anxious about not saving enough. Despite starting earlier than older generations, these groups are questioning if it will be enough.

In the latest episode of "What Does It Mean?", Chris Versace, Bob Lang, and Lindsey Bell debated the reliability of S&P 500 targets from investment banks and considered Q3 earnings estimates to be potentially understated. Curious about their insights? Tune in now to hear the full discussion! 🎧

Fidelity Investments' Portfolio Construction team has analyzed nearly 12,000 portfolios annually, revealing key themes for 2024! Despite a varied global environment, major economies continue to expand, and with US recession risks easing, all eyes are on portfolio allocation. Reach out to Fidelity's portfolio construction guidance team today to help you build portfolios for this new market environment!

The Power Your Advice podcast was joined by the brilliant team at iCapital, a leader in powering the world’s alternative investment marketplace. We welcomed Joshua Freeman, VP of Research and Due Diligence, and James Costabile, CAIA, Managing Director and Head of Alternatives Distribution. In this insightful episode, we dive into tax-efficient strategies that can help investors and advisors navigate year-end planning and better manage capital gains.

Craving more growth, freedom, and control as an advisor? The independent RIA model might be right for you. But did you know there are many paths to independence, beyond starting your own firm, that can help you deliver on your unique vision? Schwab Advisor Services

Republican presidential nominee Donald Trump vows he “will not cut one cent from Social Security and Medicare” and that “Seniors should not pay taxes on Social Security…and they won’t.” But why do seniors pay taxes on Social Security?

You landed a high-net-worth (or ultra-high-net-worth) client—congrats! But don't relax just yet—this is only half the battle. Client attraction is key, but retention is where the real challenge begins.