Jason Durity

WSR Completes Third Year Of Pathfinder Awards By Recognizing Excellence And Achievement In Honor Of National Hispanic Heritage Month By Janeesa Hollingshead October 8, 2024 https://wealthsolutionsreport.com/2024/10/08/wsr-pathfinder-awards-top-hispanic-industry-leaders-of-2024/  WSR is excited to again call out excellence and distinction among wealth management leaders and professionals with the Pathfinder Awards – Top Hispanic Industry Leaders of 2024. The Pathfinder […]

By Christopher Robbins September 30, 2024 https://dwealth.news/2024/09/advisor-tech-talk-week-of-10-1-24/ This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.  The biggest news, perhaps, was that plans to take Envestnet private were finalized over the past week, but there was plenty more to talk about.  One notable piece

By Ben Mattlin September 26, 2024 https://www.fa-mag.com/news/rates-are-down–time-to-redeploy-your-cash-79695.html Before the Federal Reserve slashed the benchmark interest rate by 50 basis points in early September, many banks were rewarding clients with yields of more than 4% or even 5% in high-yield savings accounts, money market accounts and certificates of deposit (CDs). According to the Investment Company Institute,

By John Kimelman September 20, 2024 https://www.advisorhub.com/resources/denounce-4-percent/ “The problem with these withdrawal rules is that the number is always changing,” says Scranton. “Traditionally, the withdrawal rate that became popular was 4% of principal per year, but at some point, in a low interest-rate environment, Morningstar said you can only safely take about 2.7% of principal

Ahead of interest rate cuts expected next week, Sound Income Strategies co-CIO Eric Beyrich joins Julie Hyman and Josh Lipton on Market Domination. Beyrich says next week’s cuts will likely be 25 basis points as a 50 basis-point cut from the Federal Reserve would “would be a little desperate” and “signal that they’re behind the

By Amit Chowdhry September 13, 2024 https://pulse2.com/sound-income-group-reveals-academy-for-supporting-advisor-growth/ Sound Income Group (formerly known as Advisors’ Academy), a Fort Lauderdale, Florida-based diversified financial services company, announced it is launching Sound Income Academy to continue enhancing its income-focused wealth management platform for independent financial professionals. The firm supports independent annuity producers in achieving elevated growth and success as

How Often Do The Two Align After An Advisor Signs On The Dotted Line? By Janeesa Hollingshead September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/the-promise-of-the-recruiting-pitch-the-reality-of-joining-the-ranks/ For a wealth management enterprise recruiting top talent, reputation in the marketplace and an ability to both differentiate itself and effectively promote its culture and resources are the jumping off points for every conversation

By Staff September 11, 2024 https://www.reuters.com/world/us/investors-react-fiery-presidential-debate-between-trump-harris-2024-09-11/ U.S. stock futures slipped and the dollar edged lower in early Asian trading on Wednesday as Republican Donald Trump and Democratic Vice President Kamala Harris faced each other for the first time, with some analysts saying Harris put in a slightly stronger performance. Online prediction market PredictIt’s 2024 presidential

M&A By LPL, WEG, Mercer, Mariner, Mesirow And GTCR. Recruitments By WFA, Cetera And RBC. Sound Income Group Rebrands Consulting Unit. Catchlight Introduces Lead Routing Model. Bluespring Appoints New President. By Chris Latham September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/deals-recruiting-roundup-lpl-weg-assetmark-sound-income-group-and-more/ This edition of the Deals & Recruiting Roundup covers LPL agreeing to acquire The Investment Center, Wealth Enhancement

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market’s trickiest month. By Gregg Greenberg September 10, 2024 https://www.investmentnews.com/equities/september-is-historically-a-scary-month-for-stocks-why-not-market-time-it/257067 Forget “Beetlejuice, Beetlejuice, Beetlejuice.” For financial advisors and their clients, it’s “September, September, September” that seems to summon the market’s devilish spirit. With all due respect to Beetlejuice Beetlejuice director Tim