From the Editor: November 2024

Published on October 21, 2024

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

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Realta Wealth Hires New Head of Advisor Relations From Cetera

October 21, 2024
In the newly created position, Abbey Eastham, a former senior investment solutions manager at Cetera, will manage the relationship between Realta and its network of over 150 advisors.

Trump's Tariffs, Tax Plans Could Bankrupt Social Security by 2031: Report

October 21, 2024
Researchers warn cutting taxes on Social Security benefits, tips and overtime would leave Social Security insolvent years earlier.      Related StoriesWhy Monte Carlo Is 'Pretty Terrible' for Analyzing Annuities9 State Tax Ballot Measures to Watch in November5 Things Advisors Should Know About the Great Wealth Transfer