Estate Planning Is the Growth Frontier Advisors Can't Afford to Ignore

Published on December 1, 2025

AI is making estate planning scalable, providing advisors the opportunity to maintain and develop relationships with the next generation of clients.

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10-Year Treasury Yield Long-Term Perspective: November 2025

December 1, 2025
The 10-year Treasury yield has experienced dramatic fluctuations, ranging from a peak of 15.68% in October 1981, during the height of the Volcker era, to a historic low of 0.55% in August 2020, amidst the economic uncertainty of the pandemic. At the end of November 2025, the weekly average stood at 4.02%.

United Capital Claims Concurrent Helped Advisor Break Contract After Creative Planning Deal

December 1, 2025
In the lawsuit, United Capital claims that Tatiana Stratigaki opted to leave the firm to pursue a job at Concurrent, which encouraged her to solicit clients.