The 60/40 Portfolio Isn't Dead. But Is It Enough?

Published on September 23, 2024

To enhance client portfolios, advisors might want to look beyond stocks and bonds.

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How In-Plan Annuity Sales Could Help Retail Advisors

September 23, 2024
The sales effort will reach some people who do have big nest eggs.

As Election Nears, SEC Ramps Up Activity, More Big Law Firms Land Defense Work

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Linklaters, Sullivan & Cromwell, Bracewell, Davis Polk, Milbank, among other firms, are advising financial firms, broker-dealers and companies wrapped up in SEC enforcement actions this month.