Trump Picks Atkins, Ex-SEC Commissioner, to Succeed Gensler

Published on December 4, 2024

By selecting the former Republican SEC commissioner, Trump is tapping one of the most influential GOP financial regulation insiders to oversee Wall Street.

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Referral Marketing Redefined: How Firms Are Optimizing for Organic Growth

December 4, 2024
Allison Warner, CMO of Beacon Pointe Advisors, explores the evolving trends in referral marketing and organic growth for wealth management firms.

Dissecting a GOP Senator's Misleading Social Security Attack

December 4, 2024
While it's fair to criticize the program's shortcomings, stretching the truth doesn't benefit anyone.      Related StoriesHow to Plan Around Tax PoliticsThere's More to Estate Planning Than Tax ExemptionsDPL Gains New Insurance Industry Investors